Charitable Legacy

Build a Charitable Legacy that will not effect your families or loved ones inheritance

Our simple plan enables you to pay a little each month and build a cash sum for your favoured charity to receive as a legacy gift. It is outside your estate so therefore will not effect your family or loved ones inheritance.
Simply select the legacy amount and the term you wish to pay it over. A £1,000 legacy gift is just £4.16 a month over 240 months. On sign up you will be asked to nominate the charity you wish to receive the cash sum on your death. Once fully paid your legacy gift will earn interest and rise in value at the rate of inflation.

It is this straightforward

  • Select the plan amount
  • Pay by a single payment or by a number of equal monthly instalments
  • The plan earns inflation-linked interest
  • On death the inflation-linked cash sum is paid out before probate, direct to the recipient you have nominated

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Unique benefits of our plan

  • Pay money in and on death the plan pays out a cash sum direct to the recipient you have named.
  • You never pay in more than is paid out.
  • The plan is paid out within 24 hours of a payout request, before probate as it is outside your estate, so it is there when it’s needed.
  • The plan locks in today’s prices as it is inflation-linked.
  • The recipient does not have any rights to the cash sum until your death.
  • You can change the recipient at anytime.
  • You can cash-in your plan at anytime.

Charitable Legacy plans

  • £1,000
    • Single payment £1,000
    • Pay monthly from £4.16 a month

    Leave a UK Charity a legacy gift that will not come from your estate so will not effect your family or loved ones inheritance.

    Select this plan to arrange for a £1,000 Inflation linked cash sum to be paid to a nominated charity on your death.

    You nominate your choosen charity during the sign up process.

    Examples of future payout

    • 10 years £1,240
    • 20 years £1,480
    • 30 years £1,720

    Assuming 2.4% yearly inflation and paid by single payment

  • £1,500
    • Single payment £1,500
    • Pay monthly from £6.25 a month

    Leave a UK Charity a legacy gift that will not come from your estate so will not effect your family or loved ones inheritance.

    Select this plan to arrange for a £1,500 Inflation linked cash sum to be paid to a nominated charity on your death.

    You nominate your choosen charity during the sign up process.

    Examples of future payout

    • 10 years £1,860
    • 20 years £2,220
    • 30 years £2,580

    Assuming 2.4% yearly inflation and paid by single payment

  • £2,500
    • Single payment £2,500
    • Pay monthly from £10.41 a month

    Leave a UK Charity a legacy gift that will not come from your estate so will not effect your family or loved ones inheritance.

    Select this plan to arrange for a £2,500 Inflation linked cash sum to be paid to a nominated charity on your death.

    You nominate your choosen charity during the sign up process.

    Examples of future payout

    • 10 years £3,100
    • 20 years £3,700
    • 30 years £4,300

    Assuming 2.4% yearly inflation and paid by single payment

  • £5,000
    • Single payment £5,000
    • Pay monthly from £20.83 a month

    Leave a UK Charity a legacy gift that will not come from your estate so will not effect your family or loved ones inheritance.

    Select this plan to arrange for a £5,000 Inflation linked cash sum to be paid to a nominated charity on your death.

    You nominate your choosen charity during the sign up process.

    Examples of future payout

    • 10 years £6,200
    • 20 years £7,400
    • 30 years £8,600

    Assuming 2.4% yearly inflation and paid by single payment

To see all our Inflation-linked Payable on Death cash plan amounts click here