Guidance for Executors

Our Legacy Case team are experienced in dealing with all probate administration matters and welcome the opportunity to work with Executors to make the process as straightforward as possible.

Alzheimer’s Society is extremely grateful for the kind legacies our supporters leave us in their Wills.

Getting in Touch

Please contact our specialist Legacy Case Team by email, phone: 020 7423 5131, or post:

Alzheimer’s Society

Legacy Case Team

43-44 Crutched Friars

London

EC3N 2AE

Gift of a specific amount

Where Alzheimer’s Society has generously been left a specific sum of money (for instance £1,000) please provide us with the following information:

  • The Executors name and contact details
  • The deceased’s full name
  • The deceased’s last address (this will also allow us to stop future mailings being sent to the property)
  • A copy of the Will
  • Any information about the reason for the legacy

Please rest assured that your details as executor will not be added to any mailing lists as a result of contacting us about a legacy.

Gifts of a share in the residuary estate

Where Alzheimer’s Society has kindly been left a percentage of an estate, otherwise known as a residual share, the procedure for dealing with these gifts are often more complex. As a residual beneficiary we will require additional information before the legacy is paid to us.

It’s helpful to make contact with us as early as possible so we may discuss the administration with you and provide you with helpful guidance where necessary.

  • The Executors name and contact details  
  • The deceased’s full name
  • The deceased’s last address – this will also allow us to stop future mailings being sent to the property
  • A copy of the Will
  • A schedule of the Assets and Liabilities at the date of death
  • If the deceased owned any property, details of the property and two or more valuations
  • A copy of the final Estate Accounts at the end of administration

Tax exemption

Alzheimer’s Society is exempt from inheritance tax and capital gains tax. We can also often reclaim income tax. These rules can be complicated so please speak to a member of our team if you are unsure of how to go about applying these exemptions, or alternatively consult a professional.

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