Tax benefits of giving to charity in your Will


As well as helping the organisations which receive a legacy under your Will, giving to charity can also benefit your estate.

If your net estate is above £325,000 then your estate could be charged inheritance tax (IHT) at 40% of any amount above that limit.*

The charity exemption

However, any part of your estate which you give to charity is exempt from being charged IHT.

Example: If your estate is