Leave a legacy

Making a will is first and foremost about looking after the ones we love but it can also be a chance to leave a gift to a charity whose mission is close to your heart.

Why is the work of the New Forest Heritage Centre important?

We are the only Museum in the New Forest dedicated to telling the story of the Forest.

We house the largest collection of artefacts, documents, books and ephemera on the New Forest anywhere in the world. Through our free entry Museum, Library, Education service and Gallery we inspire our visitors to celebrate and conserve the unique landscape of the New Forest and the flora and fauna that live within it.

Why leave a gift in your will to the New Forest Heritage Centre?

The New Forest Heritage Trust is an independent charity that relies on donations to keep its doors open.

A legacy left to the New Forest Heritage Trust will help us to run the Museum, care for its collections and ensure we continue to help preserve the New Forest for future generations.

Giving to the New Forest Heritage Trust can reduce your inheritance tax liability. If you leave at least 10% of your estate, after any exemptions, to charity, this reduces the rate of any IHT due from 40% to 36% – which could save thousands of pounds.

Leaving a legacy

Gifts left in wills are usually known as legacies, and there are a number of different legacy types to choose from:

  • Pecuniary Legacy – a fixed sum of money.
  • Specific Legacy – a specific item of value, such as an item of property, a piece of jewellery or a painting.
  • Residuary Legacy – the whole or a percentage of your estate after providing for loved ones and covering administrative expenses.
  • Proportionate Legacy – is a specific portion of a property.

What do I need to do to leave a legacy?

Whatever you decide to do, it is important to ask a legal professional to draw up your will for you. If you’ve already made a will, your solicitor will be able to make the necessary changes.

Please leave the legacy to the ‘New Forest Heritage Trust, registered charity number 1186656’ – the charity responsible for running the New Forest Heritage Centre.

Please indicate in your will if you wish to leave your legacy to our endowment fund or for general funds.

The endowment fund is money invested and set aside for the long term future of the New Forest Heritage Trust from which we can draw down funds. This fund is independently managed and carefully overseen by a trustee board.

If you would like to tell us you are leaving a Legacy or wish to leave your legacy to a particular part of the New Forest Heritage Centre, then please call our Director, Angus Harley, on 023 8028 6159 or email angus.harley@newforestheritage.org.uk. All conversations are strictly confidential.

What will happen to my legacy?

We appreciate being able to put gifts to the most pressing area of need at the time of the gift but if you would like your legacy to fund a specific area of our work then we can look at the options with you.

Your generous donation will be used to support the work of the Trust in the future. Your legacy will be hugely valued to ensure the New Forest’s Heritage will be there forever for future generations.

You can download a copy of our legacy leaflet here.

NFHC Legacy Leaflet

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