LEAVE A LEGACY
Your Legacy Counts – Ensure the future of the parish of Holy Trinity
Most of us would like to be certain that, after our death, our money and property will be given to the people whom we wish to help. Legacies are a much welcomed source of financial support and you can help Holy Trinity in this way by remembering us in your will, thereby providing for the future work of the church and the Christian generations to come.
The best way to achieve this is to seek the advice of a solicitor, and to leave clear legal instructions in the form of a Will. Your Will can be changed at any time, either by making a new one, or by recording the alterations in a Codicil.
When you die your estate will normally need to pay Inheritance Tax if your assets, including your home, are valued at more than a certain amount. Gifts of money or any other assets that you leave to a charity under your Will can be made free of tax. The Diocese of Plymouth and all its parishes (including Holy Trinity R.C. Parish Dorchester) are a recognised charity (registered charity no.213227). Your solicitor will be able to advise you of the tax advantages of leaving part of your estate to the church.
Remember that should you have no surviving relatives and you die without a Will in place, then your estate will be passed entirely to the state.
Why Your Legacy Is Important?
Areas of work that with your help we will be able to support:
· Unrestricted – allowing the Parish Priest to decide how the funds might be most effectively used in the ministry of the church at the time of your gift. Maintaining and developing the long tradition of Christian mission, ministry and worship in our community.
· The Holy Trinity Building Fund – helping ensure that the fabric of the church is restored and maintained for future generations.
If you would like clarification on any of the above, or would like to support any other area of work, please do not hesitate to contact the Parish Priest. Supporting Holy Trinity, its ministry and fabric, is an important part of the stewardship of the Parish.
How to Make your Legacy?
If you are considering making or changing your Will, please take legal advice.
Should you wish to make a bequest to Holy Trinity Church the following suggested clauses may be of assistance to you and your solicitor:
For a residuary bequest i.e. what remains after specific bequests to family and friends;
“I bequeath to Plymouth Roman Catholic Diocesan Trustees Registered all (or ….share) of the residue of my estate to be applied as both capital and income for its general charitable purposes within the Holy Trinity R.C. Parish Dorchester and I direct that the receipt of the Secretary of Plymouth Roman Catholic Diocesan Trustees Registered shall be a sufficient discharge to my executors.”
for a specific legacy i.e. a fixed amount, a property or some other specific item:
“I bequeath to Plymouth Roman Catholic Diocesan Trustees Registered the sum of £……. free of tax to be applied as both capital and income for its general charitable purposes within the Holy Trinity R.C. Parish Dorchester and I direct that the receipt of the Secretary of Plymouth Roman Catholic Diocesan Trustees Registered shall be a sufficient discharge to my executors.”
The information above is believed to be correct at the time of issue, but changes in law do occur from time to time, so you should seek professional advice on the current situation.
Who to Contact for More Information?
For further information on how you might help Holy Trinity or to discuss a potential legacy in confidence please contact:
The Parish Priest
Holy Trinity Parish Centre
Culliford Road North
Tel. 01305 251976
You may also request further information about Legacies from the Diocese of Plymouth by writing to the:
Diocesan Financial Secretary
27 Fore Street
or Tel. 01392 255046and providing your full contact information along with the name of the Parish that you wish to support (i.e. Holy Trinity R.C. Parish Dorchester)