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For solicitors: managing a legacy gift

A father smiling as he holds his son inside Ham House and Garden in Surrey
Visiting Ham House and Garden, Surrey | © National Trust Images/Arnhel de Serra

If you’re a solicitor or executor carrying out the wishes of someone who has kindly included a gift to the National Trust in their will, find out how to contact our Legacy Administration team.

How to fulfil a legacy gift

If you’re a solicitor or an executor managing a legacy gift left for the National Trust, please contact our Legacy Administration team as soon as it's convenient for you. They’re on hand to answer any questions you may have and will be happy to help in any way they can.

Contact the Legacy Administration team

Legacy Administration team
National Trust
Heelis
Kemble Drive
Swindon
SN2 2NA

Alternatively, you can email us at legacyadmin@nationaltrust.org.uk or call us on 01793 817469. We'll get in touch with you as soon as possible.

Wills referencing different National Trust addresses

Some wills may use an old address or one of our regional addresses. Gifts left in these wills are still valid but please contact the Legacy Administration team who’ll be able to help you. Please include the full name of the person whose wishes you’re carrying out as well as their last address if known.

Managing specific requests

If the person has expressed a wish for their gift to be used at a specific National Trust property or in a particular way, please still contact our central Legacy Administration team. They ensure that gifts are only ever used for the property or purpose specified in the will.

Inheritance Tax queries

As the National Trust is a registered charity (registered charity number: 205846), the gifts that people leave us in their wills are exempt from Inheritance Tax. They may also be exempt from Capital Gains Tax. Our Legacy Administration team will be happy to help you so that you can manage the estate in the most tax-efficient way possible.

How to pay a legacy gift to the National Trust

To pay in a legacy gift please use the following bank details:

Barclays Bank
Name: National Trust
Account number: 60679631
Sort Code: 20 06 05

If you are making a payment, please make sure you use the reference Leg/[surname] (using the surname of the benefactor).

If you have already been in touch with us, you can also include the reference number we’ve given you.

Family enjoying exploring the garden in autumn at Quarry Bank

Leave a lasting gift

If you’re ready to leave a gift in your will, there are a number of options for you to write or amend a simple will for free. Learn more about free wills services and get started.

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