Gifts in wills FAQ
Here are answers to some of the questions our supporters often ask us about making a gift in their will. If you can’t find an answer here please get in touch.
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The most important information to include in your will is our name, address and registered charity number:
Charity name: SSAFA
Address: Queen Elizabeth House, 4 St Dunstan's Hill, EC3R 8AD
Registered Charity No. 210760 and (Scotland) SC038056
Please see some of our sample clauses for the appropriate wording required to include a gift to SSAFA in your Will.
Making changes to an existing will is very straightforward. If you want to add SSAFA to an existing will, please complete the codicil form which will allow you to add a short paragraph or clause.
Please do not make changes to your will yourself as you may inadvertently invalidate the document. We would always suggest that you use a qualified solicitor to assist you with making changes to your will. It may be necessary in certain circumstances to draw up a brand new will which leaves a gift to SSAFA.
You may feel that you cannot afford to leave a gift to SSAFA, but a gift in your will does not only have to be a cash gift. You may have property, valuable jewellery or collectible items that you could leave to us. The value of such gifts, no matter how large or small, would help to make a big difference to our work
See our clauses for the appropriate wording required to include a gift to a SSAFA Branch or County in your will. The wording we provide allows for your gift to be used to benefit the whole of SSAFA’s work if the Branch you wish to benefit no longer exists. This ensures that SSAFA can still benefit from your gift.
5. I have already included a gift in my will to The Forces Help Society or Lord Robert’s Workshops. Do I need to update my will?
Thank you for including a gift in your will to The Forces Help Society or Lord Robert's Workshops SSAFA has been in existence for many years and we have not always been known as such. SSAFA (The Soldiers Sailors Airmen and Families Association) founded in 1885, merged with the Forces Help Society and Lord Robert’s Workshops in 1997. Therefore, you do not need to change or amend your will.
If you would like to let us know about your gift so that we can thank you properly and keep you updated on the work that we do at SSAFA, get in touch with our team.
You are free to change your will whenever you want to; even if you have told us you are planning to leave a gift in your will to SSAFA.
Gifts to charities in your will are exempt from inheritance tax. If you leave a gift to SSAFA it will be deducted from your estate before the inheritance tax liability is calculated.
The most common types of gifts are as follows:
This is a gift of the remainder (or a percentage of the remainder) of your estate which is left once all other gifts have been distributed and all debts cleared. Leaving a residuary gift means that you wouldn’t need to alter your will if your circumstances change.
This is a gift of a fixed sum of money.
This is a gift of a particular named item, for example some jewellery or your medals.
This is a gift which would only come into effect once a specified person, who has benefited from the gift in their lifetime, has died. For example, a gift could be made to a certain beneficiary for them to enjoy during their lifetime, but when that beneficiary dies, the gift passes to somebody else, or a charity.
Please see our sample clauses for the appropriate wording required to include different types of gifts to SSAFA in your will.
Your gift will help SSAFA to continue to provide a lifetime of support to those who serve, those who used to serve and the families of both. You can trust SSAFA to use your gift responsibly. 90p in every £1 donated to SSAFA goes directly towards the services we provide to our current and former Service personnel and their families.
We are very grateful to those who choose to support our work, in each and every way.
Gifts in wills make a real difference to SSAFA’s vital work. Remembering SSAFA in your will is the best way to ensure that we can continue to provide a lifetime of support to our Forces and their families.