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Ymddiriedolaeth Penllergare The Penllergare Trust If You Have Already Remembered Penllergare In Your Will Please fill in the following details and send it to The Penllergare Trust, Esgairdawe, Llandeilo SA19 7RT I have remembered the Penllergare Trust in my Will, dated

“This place …. It’s awesome!”

“We closed our eyes and listened and all we heard was nature - it was beautiful”

and wish to become an honorary member of the Penllergare Trust. Your Signature Your Name (BLOCK CAPITALS PLEASE)

“”Years of wonder and delight are the memories of my childhood at Penllergare. It was a magical place”

Your Address (BLOCK CAPITALS PLEASE)

“I always had an amazing sense of happiness whenever I was at Penllergare.”

How Will You Remember Penllergare Valley Woods?

Post Code Telephone number (in case of queries)

THANK YOU Sponsored by Gerald Thomas & Co., Chartered Accountants Furze Bank, 34 Hanover Street, Swansea SA1 6BA 01792 465155

“Penllergare was my playground of delight, discovery and learning for ten years”

Registered Charity 1082128


Please Remember Penllergare Valley Woods In Your Will About Us The Penllergare Trust is an independent charity, dedicated to the protection and conservation of Valley Woods, for the benefit of the community.

How You Can Help A Gift in your Will to the Penllergare Trust helps to ensure that Valley Woods will always be a place where: ♦ People enjoy its quiet beauty, away from the pressures of modern living ♦ Children learn about the landscape and its wildlife; and have adventures ♦ Its contribution to the Welsh heritage is celebrated and safeguarded.

Making a Will If you are making a Will for the first time we recommend these three steps before you see a solicitor or legally qualified will writer: ♦ Work out the value of your property, money and possessions, then deduct any liabilities and money you owe: this is your estate ♦ Decide ‘who gets what’ from the estate ♦ Then choose your executors, the person or people you appoint to carry out the instructions in your Will. You can then say that you want to remember the Penllergare Trust by giving: ♦ a sum of money, or ♦ the whole or part of the residue of your estate, or ♦ specified items, such as property, chattels, shares etc.

Unless you say otherwise your Gift will go towards our most urgent tasks at the time. But we guarantee that every penny will go towards looking after Penllergare Valley Woods.

To Change An Existing Will to Include The Penllergare Trust Simply fill in this form in BLOCK CAPITALS and send it to your legal adviser.

And Don’t Forget the Tax Benefits! Because the Penllergare Trust is a Registered Charity (No. 1082128), all such Gifts are free from inheritance tax, so your family may have less tax to pay.

Please change my Will as follows: (Complete whichever of the following statements meets your wishes. Then draw a line through the ones you do not want).

Changing an Existing Will

♦ I wish to give the sum of £ …………...

To include the Penllergare Trust, or to amend your Gift, just complete the coupon on the next page and send it to your legal advisor.

♦ I wish to give the residue, or…….% of the residue (say which), of my estate

How We Say Thank You

♦ I wish to give the following items (please

If you arrange to make a Gift to the Penllergare Trust in your Will, please let us know by sending in the coupon on the back page. We treat this information in the strictest confidence. However, as a token of our appreciation, we will offer you an Honorary Membership of the Penllergare Trust.

Queries If you have any queries please contact: Michael Norman, The Penllergare Trust, Esgairdawe, Llandeilo SA19 7RT. Telephone 01558 650735 e-mail: contact@penllergare.org

Your Notes

specify carefully) ………………………………………………… ………………………………………………… to the Penllergare Trust, Registered Charity No. 1082128, SA19 7RT, for its general purposes. I further direct that the receipt of the Treasurer or other proper officer of the Trust shall be a full and sufficient discharge for the said legacy. As I understand that this may affect other matters dealt with in the current Will please let me know what this entails. Full Name

………………………………………

Your Signature Date

………………………………….

………………………. THANK YOU


How Will You Remember?  

Legacies Leaflet - Penllergare Valley Woods

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