News & EventsWho? What? Where? Why? Read all about it here!

Get the Latest


Will you join a record number of Brits by leaving a charitable legacy?

It was revealed last week that us generous Brits broke the record for money left to charities in their Wills last year. A huge £2.5billion was left to charities in legacies written into Wills in 2016 - up £7million on 2015.

Which charity came out at the top of the pile?

Cancer Research UK was the most popular choice of charity across the whole of the UK. They received £177million in 2016 just from money left to them in people’s Wills. The highest ranking Scottish charity was the National Trust for Scotland which received £7.77million. 

Remembering a charity in your Will

Although the figure raised is an enormous amount of money, the report shows that this was only generated by 6% of the UK population. This is a huge contrast to the 70% of Brits who currently donate to a charity in some way each year. 

Leaving a donation in your Will can often be forgotten about when there is so much emphasis on charitable giving in day-to-day life. Most people won’t think twice before dipping into their pockets for a colleague’s sponsored run or buying a copy of the Big Issue every month. However, the donations which make the biggest impact for a charity often come through legacies and without people remembering a charity in their Will, many charities would simply no longer be able to run. Reports such as these are a great reminder about this option to help support those causes close to our hearts.

Legacies becoming more popular

Legacies are becoming more popular however, as the report revealed that charitable giving via legacies has been increasing year on year, up 39% in the past five years.

This is fantastic news for the third sector, as reports estimate that if just 1% more people were to leave a legacy to charity in their Will, it could raise up to another £95 million. 

Show your support with a legacy 

When you draft your Will, your main priority will likely be to ensure that your family and loved ones are all provided for. However, if you have a particular charity that you hold close, you may wish to show your support to this cause upon your death by leaving them a legacy. There are a number of ways a charity can benefit from a donation in your Will. You may want the particular charity to receive a certain asset you own. You could also leave a set sum of money or a share of your overall estate.

Tax benefits

Leaving a legacy is also beneficial in terms of the tax due on your estate after you die.  Any legacy to charity will be taken off the value of your estate before inheritance tax is calculated. Additionally, if you leave a certain portion of your estate to charity, it will reduce the inheritance tax charged on the remainder of your estate.

Contact us 

If you would like any more information on the ways you can remember a charity in your Will, then contact one of our legal experts today.

Kirsten Ross is a solicitor in our private client team. Kirsten provides guidance on a wide range of private legal matters, including Wills, Powers of Attorney, Guardianships, Tax Planning and Trusts. 


Not sure where to start? Why not just give us a call today on
0131 624 6820 for Edinburgh or 01334 475001 for Fife to discuss your needs.

All fields marked with * are needed


Want to work with a local, friendly company? Then find your nearest Pagan Osborne office to you below. However, we also work with clients throughout the UK so you can call any of our numbers and our helpful reception staff will be happy to forward on your call to the most appropriate expert to suit your needs.

Clarendon House
116 George Street
EH2 4LH Call Us
Tel: 0131 624 6820
Fax: 0131 220 1612
2 Comiston Road
EH10 5QE Call Us
Tel: 0131 539 3333
Fax: 0131 538 7204
St Andrews
106 South Street
St Andrews
KY16 9QD Call Us
Tel: 01334 475001
Fax: 01334 476322
12 St Catherine Street
KY15 4HH Call Us
Tel: 01334 653777
Fax: 01334 655063
1 Crossgate
KY15 5HA Call Us
Tel: 01334 656525
Fax: 01334 654119
Pagan Osborne
5a Shore Street
KY10 3EA Call Us
Tel: 01333 310703
Fax: 01333 311918


Got a question? Fill in your details below and we'll give you
a call back on the date and time you have chosen.