Leaving a Legacy
If you value the heritage of south Wiltshire and understand and appreciate the work of our museum – if you have enjoyed the chance to see displays of local history – or have benefited from the lectures and events and other services which we provide, and would like to make sure these continue for future generations, a legacy could be a most useful and effective way of ensuring that we can go on doing our work.
The museum is a registered charity, ‘Designated’ by the Arts Council as housing collections of national importance, supported by Wiltshire Council and helped by an impressive body of expert consultants and volunteer helpers.
Gifts and legacies to the museum of whatever value are exempt from Inheritance Tax, Capital Gains Tax and aggregation. Because of this all your legacy would be applied to carrying out your wishes without being diminished by taxation.
You could leave us a legacy of a fixed amount. Some people might prefer to postpone a legacy until after the death of a surviving spouse. In suitable cases the gift could be of a share of residue, which might ensure that the gift maintains its value in real terms or produces a fairer division of your estate.
The museum’s full name and particulars to be mentioned in any gift are ‘The Salisbury Museum of 65 The Close, Salisbury, SP1 2EN registered charity number 289850’. Whoever draws up the wording of the gift will need to know this.
It is possible to make a gift by will or codicil without legal advice provided certain rules are strictly followed, but, particularly if it could be at all complicated, legal advice is advisable. For more information or suggestions you or your legal adviser should consult the Director.