Your Legacy

Ensuring your love of animals counts ... now and forever

Your Legacy

Oak Tree's Guide to Leaving a Gift in Your Will 

Supporters of Oak Tree Animals' Charity have been helping animals since 1909. The continued work of the charity has been largely possible due to gifts generously left in Wills.

Thank you for taking the time to consider whether leaving a legacy to Oak Tree is for you. 

We appreciate this may not be the right time for you to make this sort of decision or update your Will, but please refer to this website page, or call us directly on 01228 560082, if it is something you choose to pursue in the future. 


Why legacies are so vital to the animals of Oak Tree

After many years of hard work and campaigning for animal welfare, which included a move from the south of the country to the north, our charity officially opened it's doors at Oak Tree Farm in 1982 - a feat only made possible due to legacy. Further developments on site were also only conceivable because of gifts left in Wills, and this remains the case today. 

More than half of the work carried out at Oak Tree is paid for by legacy gifts. Put another way, two out of three meals given to the animals in our care are provided through gifts in Wills. 

All donations, regardless of size, provide a lifeline to the animals at Oak Tree. Choosing to leave a gift in your Will is an exceptionally personal way for you to help. 

Barbara Kuss, explains her generous decision to leave a legacy to Oak Tree:

"My lifelong love for animals and the knowledge that my gift will help support and rehome unwanted animals at Oak Tree Animals' Charity in the future gives me a great sense of happiness. I wish more people would support animals charities like Oak Tree and be part of their incredible work. I want to help Oak Tree Animals' Charity continue its wonderful work for many years to come.

It is comforting knowing that I will still be able to support animals long after I am gone." 


How your bequest will help animals at Oak Tree:

More than 85 pence of every £1 donated is spent directly caring for animals. There are all sorts of costs associated with running Oak Tree which include, but are not limited to, veterinary treatment, food, enrichment, utilities, bedding and general maintenance. 


Questions you may have about writing your Will:

When is the right time to make a Will?

The short answer is now. If you die without a Will, your loved ones will have no say in what happens to your property and possessions. The law will have the power to decide how your estate is managed, and those you care about could stand to inherit nothing of your legacy.

If you already have a Will but your circumstances have changed significantly since writing, (you may have married, had children, been bereaved, or your estate may have been affected in some way), it is especially important to update your Will. 

How do I write a Will?

While you can write your own Will, we strongly advise you seek professional help from either a solicitor or professional Will-writing service. All Wills, however straightforward, need to comply with legal requirements and any mistakes could invalidate your Will.

If you choose to write your own Will, please ensure you include our address and charity number. We can also provide you with wording for the legacy if this helps. 

Is leaving a legacy right for me?

That is entirely your decision to make. Legacies make extremely valuable gifts, but leaving one may not be right for you or your particular circumstances.

If you are determined to leave Oak Tree a legacy, thank you. We only ask that you ensure your loved ones are taken care of first.

If I decide to leave a legacy to Oak Tree, what happens next?

If you decide to leave us a gift, please consider telling us of your plans - we would really like to be able to thank you. We would also like to invite you to some special events. 

Anything you do share with us regarding your wishes would be in strictest confidence, and you can change your mind at any time. 

The word 'legacy' makes me think 'big'. I want to leave something in my Will for Oak Tree but it may not be much.

There is often the misconception that a legacy only equates to a large sum of money. Whilst some legacies can be significant in terms of their monetary worth, many people choose to leave much smaller amounts.

All gifts, regardless of size, provide a lifeline to the animals at Oak Tree, and we are grateful for every single donation received


Tax Considerations

Legacies made to charities are not affected by inheritance tax. This means you can potentially reduce the tax on your estate to zero by opting to leave a charitable legacy. Ask your solicitor or Will writer to calculate tax rates and bands that may influence the choices you make. 


Different Types of Legacy: 

The type of legacy you may leave will depend on your particular circumstances; your solicitor or Will-writer can help you decide. 

There are three basic legacies to choose from:

  • specific (items, such as a ring or a painting),
  • pecuniary (a fixed amount of money)
  • residuary (a percentage of everything you possess)

To ensure each beneficiary receives the proportion you want for him or her, irrespective of any fluctuation to the value of your estate between making your Will and the distribution of your assets, we recommend a set of residuary legacies. Ask your solicitor or Will-writer for further advice on this. 

You may also wish to consider a 'life interest' legacy. This is where you leave a house (for example) for a loved one to use during their lifetime, and on their death, it is bequeathed to your preferred charitable cause. 

We are always so indebted to supporters who choose to remember us in this way. Where we know of your wishes in advance, we have the opportunity to thank you in person, talk to you to ensure that we use your gift in the way you would like, and support your family through appropriate memorials when the time comes.

If you have already written a will and would like more information about leaving a legacy to the Charity, please call Sarah on 01228 560082 or email legacy@oaktreeanimals.org.uk


Do you need help writing a will?

If you are reading this and worry about the fact you haven't yet made provisions for your family by writing a will, look no further. We have teamed up with My Nest Egg, a local Wills and Trusts company based in Hutton-in-the-Forest as a way to provide a much needed service for everyone while helping the animals in our care. The husband and wife team have generously offered to donate £25 for every £100 will established through contact with Oak Tree Animals' Charity, regardless of whether or not you decide to leave a legacy to us.

A staggering number of us haven’t yet written a will. My Nest Egg offer a personable, professional service and Julian and Helen do all the hard work for you, at a very reasonable and competitive price. Use your willpower to take care of your loved ones. By using the services of My Nest Egg, our animals will benefit too. Please note, by using Nest Egg services you are not committing yourself to leaving a legacy to us, and will be under no obligation to do so.

For more information, please contact Julian and Helen and quote Oak Tree Animals' Charity ...


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