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Guidance for Executors

The Cystic Fibrosis Trust Gifts in Wills team are experienced in dealing with all probate administration matters and welcome the opportunity to work with Executors to make the process as straightforward as possible.

We are extremely grateful for the kind gifts our supporters leave us in their Wills.

Get in touch

If you are an Executor, please contact our specialist team by email, phone or post:

Cystic Fibrosis Trust
One Aldgate
London
EC3N 1RE

michael.clark@cysticfibrosis.org.uk

0203 795 2132

Gift of a specific amount

Where the Cystic Fibrosis Trust has generously been left a specific sum of money (for instance £100) please provide us with the following information:

  • The Executor’s name and contact details
  • The deceased’s full name
  • The deceased’s last address (this will also allow us to stop future mailings being sent to the property)
  • A copy of the Will
  • Any information about the reason for the legacy

Please rest assured that your details as Executor will not be added to any mailing lists as a result of contacting us about a gift in a Will.

Gifts of a share in the residuary estate

Where the Cystic Fibrosis Trust has kindly been left a percentage of an estate, otherwise known as a residual share, the procedures for dealing with these gifts are often more complex. As a residual beneficiary we will require additional information before the gift is paid to us.

It’s helpful to make contact with us as early as possible so we may discuss the administration with you and provide you with helpful guidance where necessary.

Please provide us with the following information:

  • The Executors name and contact details  
  • The deceased’s full name
  • The deceased’s last address – this will also allow us to stop future mailings being sent to the property
  • A copy of the Will
  • A schedule of the Assets and Liabilities at the date of death
  • If the deceased owned any property, details of the property and two or more valuations
  • A copy of the final Estate Accounts at the end of administration

Tax exemption

The Cystic Fibrosis Trust is exempt from inheritance tax and capital gains tax. We can also often reclaim income tax. These rules can be complicated so please speak to a member of our team if you are unsure of how to go about applying these exemptions, or alternatively consult a professional.


How to include a gift

Find out how you can include a gift in your will to the Trust, how you can tell us if you've already included a gift and how to include a gift if you've already written a will.

Find out more

September Free Wills Offer

Every September you can take advantage of our Free Wills Offer, which we provide through partnership with the National Free Wills Network, the Goodwill Partnership and Co-operative Legal Services.

Take a look

How your gift makes a difference

Find out how your generous support makes a difference to the work we do for people living with cystic fibrosis across the UK, and hear from some of the people who kindly included a gift to us in their wills.

Read on