Sample Will Wording

If you choose to leave a gift in your Will to Sight Research UK, you will need to give your solicitor or other professional adviser our Registered charity number: 1156134.

Please note that the suggested wording below does not constitute legal advice.

Please seek the advice of your solicitor or other professional adviser before including any sample wording in your Will, and ensure any Will or Codicil entered into is properly executed.

Sample wording for an unrestricted legacy of a percentage of the testator’s residuary estate

I give……………………..% of the residue of my estate (before the deduction of inheritance tax, if any is payable) to Sight Research UK (Registered Charity No. 1156134) as an unrestricted legacy. It is my wish that it shall be applied wherever the need is greatest at the time of receipt. On realisation of the bequest, a receipt from an authorised officer of the charity shall be sufficient discharge for my Executors.

Sample wording for an unrestricted gift of a specific sum of money or specific item

I give [the sum of £………] OR [insert details of specific item] free of tax to Sight Research UK (Registered Charity No. 1156134) as an unrestricted legacy. It is my wish that it shall be applied wherever the need is greatest at the time of receipt. On realisation of the bequest, a receipt from an authorised officer of the charity shall be sufficient discharge for my Executors.

In the case of a legacy of a specific sum of money, you may wish to include the following:

The legacy referred to in clause……………………. shall be index-linked, so that the actual amount given shall be the figure which bears the same proportion to the sum stated as the index figure in the Index of Retail Prices (the “Index”) for the month in which my death occurs bears to the index figure in the Index for the month in which this Will is executed.

Sample wording for a restricted legacy of a percentage of the testator’s residuary estate

I give…………………… % of the residue of my estate (before the deduction of inheritance tax, if any is payable) to Sight Research UK (Registered Charity No. 1156134) to support [insert specific project or purpose of legacy, such as research for a particular eye condition]. If at my death this area is fully funded, or if it is no longer an area in which the charity is actively involved, I wish that my gift is used to support research or activities that are as close as possible to my original intentions, at the discretion of the charity. On realisation of the bequest, a receipt from an authorised officer of the charity shall be sufficient discharge for my Executors.

Sample wording for a restricted gift of a specific sum of money or specific item

I give [the sum of £……………………..] OR [insert details of specific item] free of tax to Sight Research UK (Registered Charity No. 1156134) to support [insert specific project or purpose of legacy, such as research for a particular eye condition]. If at my death this area is fully funded, or if it is no longer an area in which the charity is actively involved, I wish that my gift is used to support research or activities that are as close as possible to my original intentions, at the discretion of the charity. On realisation of the bequest, a receipt from an authorised officer of the charity shall be sufficient discharge for my Executors.

In the case of a legacy of a specific sum of money, you may wish to include the following:

The legacy referred to in clause…………………………..shall be index-linked, so that the actual amount given shall be the figure which bears the same proportion to the sum stated as the index figure in the Index of Retail Prices (the “Index”) for the month in which my death occurs bears to the index figure in the Index for the month in which this will is executed.

We are extremely grateful to anyone considering supporting eye research through a gift in their Will. Four in five of the projects we currently support are only possible thanks to gifts in Wills.

Please contact us at hello@sightresearchuk.org or on 0117 3257757 if you have questions about how your gift might be applied or about our work. We would love to answer any questions you may have.