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Planning your Will

When you are thinking about making a Will, there are certain things you may wish to consider:

1. Would you like to appoint a friend or family member as a Guardian for your young children?

2. Who would you like to choose to be your Executors and Trustees? (These are the people who will carry out the wishes you express in your Will.)

3. Do you have any specific funeral wishes that you would like to include?

4. It may be useful to list your possessions, such as your home, bank accounts etc.

- Do you know roughly how much they are worth?

- Are they subject to a mortgage?

- Are they owned by you alone or in the joint names of you and your partner or spouse?

- Special provision may need to be made if you run a business or own property abroad.

5. Who would you like your possessions to go to when you die? Do you have the full names and addresses of the people you wish to give them to? Does anyone need their inheritance "protecting", perhaps by using a Trust to help look after it for them?

6. You may wish to include a charitable donation in your Will. These have the benefit of not being subject to Inheritance Tax. You may already have a charity of particular importance and relevance to you & you can choose any charity you wish, as we are happy to find out the required information for you, such as their charity number, but here are a few national and local charities that you may wish to consider:

Addenbrooke's Charitable Trust The Addenbrooke's Charitable Trust is an independent registered charity briefed to raise additional money to benefit patients attending Addenbrooke's Hospital Cambridge and funds can be designated for specific areas of the Hospital's work, such as research into Cancer.

Age UK (formerly Help the Aged) This charity helps older people in the UK and abroad, including campaigns to reduce poverty and age discrimination.

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“You may wish to include a charitable donation in your Will. These have the benefit of not being subject to Inheritance Tax.”




Cambridgeshire Community Foundation helps donors to connect with local charitable projects that are of interest to them. In this way CCF has enabled funding to reach a wide range of community groups and environmental projects, as well as the homeless, people with special needs and disabilities, children and youth groups. Donors can set up charitable funds in their name with the Foundation as lifetime transfers or establish a fund with a legacy.

Cancer Research UK ‘Purdys continues to be an outstanding partner for the Cancer Research UK FreeWill Service in Cambridge. We thank you for your longstanding and continued contribution and really value your support and efforts on our behalf.’ - Jack Visser, Manager - FreeWill Service – Cancer Research UK

Ely Cathedral Ely Cathedral is one of Europe's most beautiful & awe-inspiring buildings. It's work in supporting the local community and further afield, as well as covering the expense of maintaining the building, can only continue to function with a large number of volunteers and donors who generously make time or money available to support its work.

Fledglings Fledglings is a Charity based near Saffron Walden which helps parents and carers of a child with special needs to find simple, affordable solutions to practical problems. They offer a free product search service to locate toys, clothing, developmental aids and other items which may stimulate the child's development or give relief to the carer. Karen is a Trustee of this charity and has run the Sawston Fun Run to raise funds for them.

Oxfam Oxfam is a development, relief and campaigning organisation that works with others to find lasting solutions to poverty and suffering around the world.

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