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Clan Maclean Heritage Trust

Legacies

Document from the Maclaine of Lochbuie collection

Making a will involves some deeply personal decisions. We recognise that people will, quite rightly, want to place their families and friends first. If however you were able to include a legacy to the Clan Maclean Heritage Trust, we should be deeply grateful.

We should be particularly grateful to receive books or other documents, or any artefact, with Maclean connections. Equally, however, a cash bequest that helps us to continue the work of the Trust would be greatly appreciated.

We do not need to know, and we will not ask, whether or not you have made provision for the Trust in your will. If however you would like to leave a legacy for the Trust that you wish to be used in a particular way, we would be happy to discuss this with you. And, of course, you are free to change your will at any time.

If you do think of leaving something to the Trust in your will, we strongly recommend that you consult a solicitor about how to do this. There are however three common forms of bequest:

The gift of a particular item, as described above, called a specific bequest
The gift of a fixed sum of money, which may or may not be index-linked, called a pecuniary legacy
The gift of all or a share of the remainder of the estate after all other bequests have been made and debts cleared, called a residuary legacy

Below are examples of suitable forms of wording:

		Residuary bequest (a proportion)
		I give [the balance][ ...%] of the residue of my real and personal estate which I can dispose of by Will in any manner I think proper to the Clan Maclean Heritage Trust, Registered Charity No. SC024481, of The Gables, Station Road, Balfron, Glasgow, G63 0SX and the receipt of the Treasurer or the proper officer for the time being of the Clan Maclean Heritage Trust shall be a complete discharge to my Executors.

		Pecuniary bequest (a set sum)
		I give the sum of ...... pounds to the Clan Maclean Heritage Trust, Registered Charity No. SC024481, of The Gables, Station Road, Balfron, Glasgow, G63 0SX and the receipt of the Treasurer or other proper officer for the time being of the Clan Maclean Heritage Trust shall be a complete discharge to my Executors.

Unless index-linked, the value of a pecuniary bequest will diminish over time, as the cost of living goes up. For advice or a suggested wording for index-linked pecuniary gifts, please seek advice from your solicitor.

It is important to ensure that the following clause is inserted, whichever wording you need to use:

If at my death any charity named as a beneficiary in this Will or any Codicil hereto has changed its name or amalgamated with or transferred its assets to another body then my Executors shall give effect to any gift made to such charity as if it had been made (in the first case) to the body in its changed name or (in the second place) to the body which results from such amalgamation or to which such transfer has been made.

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