Letter of Wishes

When an account holder passes away, any remaining funds that they have in their account are not part of their estate (for probate and inheritance tax purposes).

A Letter of Wishes tells us, and the family and executors, the charities to whom the deceased would like to distribute their remaining funds.

This makes the process more straightforward and emotionally bearable for those who are dealing with difficult paperwork.

Simply fill out the Letter of Wishes form below, and we will take care of the rest.