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:
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.
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 HMRC's helpline on 0845 302 0900.
Help with administering an estate
Contact the Law Society of Scotland for help finding a solicitor to assist with the administration of an estate.