Guidance for executors

By working with the Legion's Legacy team, we can ensure that a generous gift to the Legion will have the greatest impact on the lives of the Armed Forces community.

Our Legacy Team handles all legacies for the Legion, including those for the Poppy Appeal, branches, homes and counties, as well as for charities which fall under the Legion umbrella.

Our Legacy Officers are all qualified members of the Institute of Legacy Management and can guide you through every stage of administering our supporter’s estate so please contact us if you have any questions or, for general information, please visit the ILM website.

Private executors

As an executor of a will you are uniquely placed to ensure that our supporter’s estate is administered in the way they have wished.

Did you know that charities are exempt from the payment of Inheritance Tax (IHT), Capital Gains Tax (CGT), and income tax?

In order to benefit from these exemptions and thereby maximise the value of the gift for the Legion left in a will, please write to the Legion team to notify us of the gift and to request information on possible cost savings.

By working together during the administration, we can ensure that this generous gift to the Legion will have the greatest impact on the lives of the Armed Forces community.

Professional executors

As you will be aware, there are particular tax and procedural measures specific to charities as beneficiaries. Please contact us if you require any further information.

Related Stories