Gifts in Wills for Professionals

Please include our name, address and registered charity number if a client wishes to include a gift to Age Scotland in their Will: 
Age Scotland
Causewayside House
160 Causewayside
Edinburgh
EH9 1PR.

Registered number SC153343
Charity number SC010100

Age Concern Scotland and Help the Aged merged in 2009 to form Age Scotland. We are part of the Age Network, alongside Age UK, Age NI, and Age Cymru, and operate as an independent charity committed to supporting everyone on the ageing journey.

Some older Wills may still refer to us as Age Concern Scotland or Help the Aged. These references remain valid, and we are happy to provide written confirmation of the merger if required.

To ensure the gift is legally valid and goes to the right place, it’s important to use the correct wording. Here are some examples:

• For a residuary gift: “I give [all/a share] of the residue of my estate, amounting to [insert percentage]%, to Age Scotland, registered charity number SC010100, of 160 Causewayside, Edinburgh EH9 1PR, for its general charitable purposes. I direct that the receipt of the Treasurer or other proper officer of Age Scotland shall be a full and sufficient discharge for my executors.”
• For a pecuniary gift: “I give the sum of £[insert amount] to Age Scotland, registered charity number SC010100, of 160 Causewayside, Edinburgh EH9 1PR, for its general charitable purposes. I direct that the receipt of the Treasurer or other proper officer of Age Scotland shall be a full and sufficient discharge for my executors.”
• For a specific item: “I give [description of item] to Age Scotland, registered charity number SC010100, of 160 Causewayside, Edinburgh EH9 1PR, for its general charitable purposes. I direct that the receipt of the Treasurer or other proper officer of Age Scotland shall be a full and sufficient discharge for my executors.”

If you're client would like to include a gift to Age Scotland without rewriting a Will, we have a Codicil form available to download. 

Yes, we'd be delighted to send more information about legacy gifts and our work to you or directly to your client. You can request this by emailing legacies@agescotland.org.uk. 

If your client leaves a gift in their Will to Age Scotland, please do ask them to let us know. We’ll then be able to thank them and keep them up to date with our work

Bank Transfer

The easiest and best way to send the gift is by bank transfer to this account please:

Account name: Age Scotland
Account number: 00121984
Sort code: 80-09-15
Bank address: Bank of Scotland, PO Box 1000, BX2 1LB

Cheque

Please make cheques payable to ‘Age Scotland’ and send them to: Age Scotland, Legacy Team, Causewayside House, 160 Causewayside, Edinburgh EH9 1PR.

To help us identify your payment and match the payment with the legacy, please include a cover letter or send an email: legacies@agescotland.org.uk with the following details.

• The full name of the person who has left us this kind legacy (so that we can match this to the payment reference), a copy of the page of their Will mentioning the gift to Age Scotland and copies of any relevant documentation relating to the gift. 
• The date of the person’s death and their last address (so we may update our records and stop any future mailings).
• Your (and the executor’s) name and contact details, so we can send you a formal receipt.

If you'd like to explore how you can support your clients in leaving a legacy to Age Scotland, we'd be delighted to hear from you. You can reach us by phone on 0333 232 2400, by email at legacies@agescotland.org.uk or get in touch here.  

Your main contact will be Richenda Thomson, Legacy and In Memory Lead.