Legacies

Both the Tax Advisers’ Benevolent Fund and the Tax Advisers’ Charitable Trust welcome legacies, which will normally be invested to build up our funds to support future giving. Your solicitor will need the following details in drafting your Will (and we recommend that you take legal advice in drawing up a will):

Tax Advisers’ Charitable Trust
Registered charity number: 1064392 (England and Wales)

Or:

Tax Advisers’ Benevolent Fund
Registered charity number: 1049658 (England and Wales)

Registered address for both charities: 30 Monck Street, London, SW1P 2AP

An example of the wording you could use is as follows:

I leave £X / a X% share of my residuary estate for [Tax Advisers’ Charitable Trust (registered charity number 1064392)] OR: [Tax Advisers’ Benevolent Fund (registered charity number 1049658)] at 30 Monck Street, London, SW1P 2AP for its general charitable purposes, and I declare that the receipt of the proper officer for the time being of the said charity shall be a sufficient discharge to my executors.