You might not have thought of leaving a gift to the Heugh Battery Museum in your will but you can help secure the future of the museum for all. In addition, you will be remembered on our Benefactor’s Wall and so form a tangible part of the museum itself. A gift of any amount adds to the development of the Heugh Battery Museum and can be a wonderful way to leave your legacy.
You might like to consider one of these two financial gifts to the Heugh Battery Museum:
- A pecuniary legacy is the gift of a particular sum of money (eg. £1,000), which can be index-linked to maintain its value in line with inflation.
- A residuary legacy is a share (or all) of the residue of your estate when all other commitments have been settled.
Suggested wording for your will
It is extremely simple to leave something in your will to the Heugh Battery Museum. All you need to do is include the following words:
‘I give the [sum of / % share of the residue of my estate] to the Board of Trustees of the Heugh Battery Museum, Moor Terrace, Hartlepool, TS24 0PS, UK absolutely for its general charitable purposes. I declare that the receipt of the Director or Co-Director for the time being of the Heugh Battery Museum shall be a sufficient discharge to my Executor.’
The Heugh Battery Trust is a Registered Charity, number 1106882. Please note: We strongly recommend that you consult your legal advisor when making or altering your Will. This is especially important for supporters outside England and Wales, where different laws apply.
Inheritance tax
Leaving a legacy can be tax-effective as gifts to charities like the Heugh battery Museum are exempt from inheritance tax.
Everyone’s tax situation is different and we always recommend you seek individual advice from your financial or legal adviser.
Should you wish to discuss any of this further, please contact us: info@heughbattery.co.uk