How to pay a gift in a will to Shelter Scotland

If someone has chosen you to be the executor of their will and has left a gift to Shelter Scotland, we’re here to help make things easier.

Get in touch

If you have any questions about a gift that has been left to Shelter Scotland in a will please contact our Senior Legacy Administration Manager, Tom Newton, who will be happy to help.

How to make a payment

When making a payment, please either email legacyadmin@shelter.org.uk or include a cover letter with a cheque. Please include:

  • the full name and last address of the person who has left the gift

  • the gift amount

  • when any bank transfer was made

1. Pay by bank transfer

To pay a gift in a will by bank transfer, please use the following details:

Account Name: Shelter, The National Campaign for Homeless People Limited
Sort code: 30-00-02
Account No: 01167206
Reference: Please use reference – LEGACY/Surname of the deceased

2. Pay by cheque

Please send any cheque made payable to ‘Shelter’ to: Tom Newton, Senior Legacy Administration Manager, Shelter, 88 Old Street, London, EC1V 9HU.

3. Pay a percentage of an estate

If the gift is a percentage share of an estate, please also send us a copy of the will and final estate accounts to ensure that we have a record of these for our auditing requirements.
We will then be able to provide you with our formal receipt for your executor records.

Further guidance

Inheritance tax

As a registered charity, Shelter Scotland is normally exempt from Inheritance Tax, Capital Gains Tax and some aspects of Income Tax.

For more information, consult with your solicitor, visit HMRC's website, or call their helpline on 0845 302 0900.

Help with administering an estate

To find a solicitor to assist with the administration of an estate, visit the Law Society of Scotland.

Remembering a loved one

If your loved one left a gift in their will to Shelter Scotland, we would love to learn more about them. If you would be happy to tell us more about their life, please do get in touch with us directly or leave a dedication on our website.

A mother and daughter hug as they sit on the steps outside their home.