If you’re administering a gift in a will that has been made to Above & Beyond, then the following information should be of use. If you still have a question, please contact Sam on 0117 3700 849 or [email protected].

Paying a gift

All gifts in wills are looked after by Sam Bohn, you can contact her on 0117 3700 849 or [email protected] and Simon Purkiss, [email protected]. They are the only people authorised to give a proper receipt and discharge to executors.

We ensure that any gifts that have been left for a specific ward, department or fund will of course be used for the purpose specified in the will.

Please send a cheque payable to ‘Above & Beyond’ to: Above & Beyond, The Abbot's House, Blackfriars, Bristol, BS1 2NZ

Please also include the following information:

  • the full name and title of the deceased
  • their last address
  • the date of death
  • the executor’s name and contact details
  • a copy of the will
  • any information about the reason for the legacy

If you want to make a payment by other means, please contact Sam on 0117 3700 849 or [email protected].

Administering a gift

As we are a small charity with limited resources, we would prefer to receive the sale proceeds of either specific items, property or shares gifted to Above & Beyond in a will.

However, we can treat each case individually, so please get in touch with Sam before any action is taken on 0117 3700 849 or [email protected]. 

Tax due on a legacy

Generally, gifts to charities are exempt from inheritance tax, so gifts to Above & Beyond are deducted from the estate before inheritance tax is calculated. 

Charities are exempt from capital gains tax. They can also reclaim income tax that has been deducted at source from gifts bequeathed to them.

The rules are complex, so to avoid the estate paying more tax than necessary, please contact Sam on 0117 3700 849 or [email protected].