How Will

You

Remember

Penllergare

Valley Woods?

“This place …. It’s awesome!”

“We closed our eyes and listened and all we heard was nature - it was beautiful”

“”Years of wonder and delight are the memories of my chi ldhood at Penllergare. It was a magical place”

“I always had an amazing sense of happiness whenever I was at Penllergare.”

“Penllergare was my playground of

delight, discovery and learning for

ten years”

Ymddiriedolaeth Penllergare The Penllergare Trust

If You Have Already Remembered Penllergare In Your Will

Please fill in the following details and send it to

The Penllergare Trust, Esgairdawe, Llandeilo SA19 7RT

I have remembered the Penllergare Trust in my Will, dated and wish to become an honorary member of the Penllergare Trust. Your Signature Your Name (BLOCK CAPITALS PLEASE) Your Address (BLOCK CAPITALS PLEASE)

Post Code Telephone number (in case of queries)

Registered Charity 1082128

THANK YOU

Sponsored by Gerald Thomas & Co., Chartered Accountants

Furze Bank, 34 Hanover Street, Swansea SA1 6BA 01792 465155

Please Remember Penllergare Valley Woods In Your Will

About Us The Penllergare Trust is an independent charity, dedicated to the protection and conservation of Valley Woods, for the benefit of the community. How You Can Help A Gift in your Will to the Penllergare Trust helps to ensure that Valley Woods will always be a place where: ♦ People enjoy its quiet beauty, away from

the pressures of modern living ♦ Children learn about the landscape and its

wildlife; and have adventures ♦ Its contribution to the Welsh heritage is

celebrated and safeguarded. Making a Will If you are making a Will for the first time we recommend these three steps before you see a solicitor or legally qualified will writer: ♦ Work out the value of your property, money

and possessions, then deduct any liabilities and money you owe: this is your estate

♦ Decide ‘who gets what’ from the estate ♦ Then choose your executors, the person or

people you appoint to carry out the instructions in your Will.

You can then say that you want to remember the Penllergare Trust by giving: ♦ a sum of money, or ♦ the whole or part of the residue of your

estate, or ♦ specified items, such as property, chattels,

shares etc.

Unless you say otherwise your Gift will go towards our most urgent tasks at the time. But we guarantee that every penny will go towards looking after Penllergare Valley Woods. And Don’t Forget the Tax Benefits! Because the Penllergare Trust is a Registered Charity (No. 1082128), all such Gifts are free from inheritance tax, so your family may have less tax to pay. Changing an Existing Will To include the Penllergare Trust, or to amend your Gift, just complete the coupon on the next page and send it to your legal advisor. How We Say Thank You If you arrange to make a Gift to the Penllergare Trust in your Will, please let us know by sending in the coupon on the back page. We treat this information in the strictest confidence. However, as a token of our appreciation, we will offer you an Honorary Membership of the Penllergare Trust. Queries If you have any queries please contact: Michael Norman, The Penllergare Trust, Esgairdawe, Llandeilo SA19 7RT. Telephone 01558 650735 e-mail: contact@penllergare.org Your Notes

To Change An Existing Will to Include The Penllergare Trust

Simply fill in this form in BLOCK CAPITALS and send it to your legal adviser. Please change my Will as follows: (Complete whichever of the following statements meets your wishes. Then draw a line through the ones you do not want).

♦ I wish to give the sum of £ …………... ♦ I wish to give the residue, or…….% of the

residue (say which), of my estate ♦ I wish to give the following items (please

specify carefully)

………………………………………………… ………………………………………………… to the Penllergare Trust, Registered Charity No. 1082128, SA19 7RT, for its general purposes. I further direct that the receipt of the Treasurer or other proper officer of the Trust shall be a full and sufficient discharge for the said legacy. As I understand that this may affect other matters dealt with in the current Will please let me know what this entails.

Full Name ……………………………………… Your Signature …………………………………. Date ……………………….

THANK YOU