Yes, you can speak to the adviser you see and inform them that you wish to make a donation. You can make a cash donation, pay by cheque or set up a BACS transfer.
Most people are surprised by how much their assets add up to. You don’t need to be wealthy to make a will – or leave a legacy. After taking care of your loved ones, you can then choose to leave a residuary legacy (a portion of what is left after all your other commitments have been met) – or a pecuniary legacy (a gift of a specific amount) to the Citizens Advice service.
Leaving a gift to a charity such as Citizens Advice can lower the Inheritance Tax payable on your estate. Your solicitor can answer any questions you have about Inheritance Tax.
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