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Phyllis Tuckwell - Information for Executors
  • Information for Executors

Thank You

Gifts left to us in Wills are very special donations. They are a deeply personal way to support our charity and celebrate the giver’s own life and values.

Are you an executor of a Will?

If you are an executor for a Will in which Phyllis Tuckwell has been named as a beneficiary, please get in touch with our legacy officer, Hannah Robins, on 01252 221783 or email hannah.robins@pth.org.uk If you are ready to make a payment, Hannah can send you our bank details. 

It would be helpful if you could provide the following information: 

  • The full name and address of the person who has left a gift in their Will to Phyllis Tuckwell. 
  • Their date of death.  

Useful information

We will also require some additional information, depending upon the type of gift: 

Phyllis Tuckwell - Information for Executors

Pecuniary Gift

  • A copy of the Will (or the clause that mentions the gift to Phyllis Tuckwell).  
Phyllis Tuckwell - Information for Executors

Residuary Gift

  • A full copy of the Will, 
  • A schedule of estate assets and liabilities, once this is available,  
  • Copies of probate valuations for any property in the estate, 
  • Estate accounts at the end of the administration, and the opportunity to raise queries.  

 

If you require our registered charity details, they are: 

Phyllis Tuckwell Memorial Hospice Ltd 

Waverley Lane 

Farnham  

Surrey 

GU9 8BL 

Registered charity No:-264501 

Phyllis Tuckwell - Information for Executors

A helping hand

It is important to note that while we are happy to help you as much as we can, we cannot offer legal advice, and so would encourage you to contact a solicitor if you need support with legal matters.  

Phyllis Tuckwell - Information for Executors

Need extra guidance?

Other useful information can be found on the Government website:  

https://www.gov.uk/probate-estate 

https://www.gov.uk/inheritance-tax  

The Institute of Legacy Management also has information for the general public:  

https://legacymanagement.org.uk/wp-content/uploads/Guidance-for-lay-executors.pdf 

We are here to help

If you would like to learn more about the difference gifts in Wills make to Phyllis Tuckwell, our legacy officer, Hannah Robins, would be happy to send you more information, contact you by phone, or meet with you. Please contact her on 01252 221783 or email hannah.robins@pth.org,uk