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Living Heritage

The Woodland Trust legacy newsletter • No 2 • February 2001

Legacies shaping the Yorkshire Dales


WHY MAKE A WILL? • GIVING A GIFT OF LAND • TAX RELIEF LATEST
FREQUENTLY ASKED QUESTIONS • WITTY WILLS
The Dales

Thwaitestones Wood, Yorkshire Dales National Park Photograph: Stuart Handley

Legacies shaping the Yorkshire Dales


Despite its natural beauty, the Yorkshire to be launched in the Dales. This will The response in the Dales has been
Dales contains some of the UK’s most threat- help protect, link and extend these extremely positive and, with the help
ened woodland landscapes. Our native wood- remaining fragments of ancient of the many partners, the Trust is
land accounts for just over 1% of this semi-natural woodland. already planning a number of new
National Park. But thanks to two legacies, The Trust is now working alongside schemes for 2001.
this is beginning to change. farmers, landowners and local agencies Northern Regional Development
In the Yorkshire Dales, there are to take practical action to protect what Officer, Judith Stuttard, explains
just a few remaining pockets of remains through the new Yorkshire “This is a great illustration of the value
ancient semi-natural woodland, Dales Project. The Project can make of legacies to the Trust. These generous
one of our richest wildlife habitats. a tremendous difference by supporters will help us make a lasting,
Yet even these remain under threat. • helping people to understand why positive impression on the beautiful
Ancient woodland has been managed ancient woodland is important landscape of the Dales.”
for many years by man and is of great • providing positive incentives to The Trust aims to secure a sustain-
value as a reservoir for a fascinating encourage land managers to restore able future for the precious remaining
variety of plants and animals – and conserve it ancient woodland in the Dales. If the
it is also a valuable landscape feature • buffering and protecting it from pilot is a success, the Trust will waste
and historical record. But much of damaging external threats by no time in seeking ways of funding
what remains has been poorly man- planting new native trees and similar projects in other areas of the
aged in recent years and some woods fencing out livestock country.
have disappeared completely under the • encouraging others to take positive
pressure of grazing animals and chang- action and lead by example. The Yorkshire Dales Project is just
ing land management practices. Without the legacies, none of this one example of how the Woodland Trust
Woodland is just one would be possible. can use legacies to make a lasting differ-
of a variety of important habitats in This new project will also enable ence. For more information about lega-
the Dales but, if we don’t save what the Trust to ensure that schemes that cies, contact Susan Miller at the Trust (see
remains, the natural variety will suffer provide financial incentives for the back cover).To find out more about this
even more in years to come. protection of ancient woodland are Project, visit the web site on
Thankfully, two Woodland Trust adequate. In most cases, every www.woodland-trust.org.uk/
supporters, Sidney Clifford Webb and £1 spent by the Trust will result in yorkshiredales
Anne Appleton, left generous legacies, around £3 being utilised to protect, or call Judith Stuttard on 01484 609510
enabling a new groundbreaking project plant and manage woodland.
Your Will

Making the right choice Did you know…in 1999 a total


of 29,395 Wills left some of their
estate to charity?
Currently in the UK, around 60% of
those who pass away do so without The facts
making a Will. Most of those preferred Calling all solicitors
not to think about it or decided that Did you know that if you die with-
it was not a priority. Of course, out a Will: If you are a solicitor and you support
the decision to make a Will is one that the work of the Woodland Trust, you
• if you have a spouse, they do not
only you can make. But with something can help us by displaying some of our
automatically receive your entire
as important as this, it is vital to know estate. Some of it may be distrib- legacy leaf lets in your reception area.
the facts. uted to other relatives whom you We may also be able to help you.
Many people are surprised to find out may not wish to benefit? From time to time we are asked if we
what will happen to their money and can recommend a firm of solicitors in
• if you are unmarried but
possessions if they die ‘intestate’ – a specific area. Whilst we are not able
living with a partner, they have
without a Will. The Acts that govern to recommend a specific firm, we
no automatic claim to any of
the distribution of the estate of such could supply a general list of solicitors
your estate?
a person are designed to be as fair as in that area. If you would like your
possible. They are based on the principle firm to be included on that list, please
that the estate is divided as they would Once all debts, expenses and obliga-
contact us. For more information,
have done had they made a Will during tions have been covered, making a Will
call Susan Miller on 01476 581129.
their lifetime. Sadly, there are still many means that the remainder of your estate
cases where difficulties have been faced can be distributed exactly
by the nearest and dearest of the as you want. It allows you to make your Question
deceased as a result of their passing own very personal wishes known and it
away intestate. This is exacerbated by need not be expensive or complicated. I am about to write my Will and
the fact that, today, family situations are For most of us, making a Will is the wish to appoint two friends as
increasingly complicated. right choice to make. executors. I am concerned that,
if, when the time came, my
A free fact sheet on reasons to make a Will is available from the
friends felt that they could not
Woodland Trust. For your copy phone 01476 581129.
cope with the task, they would
be required to pay the solicitor
out of their own pockets. Is this
the case?

Answer

Your friends would be acting in


the capacity of ‘personal represen-
tatives’ and, as such,
are entitled to employ a solicitor
to administer the estate on their
behalf. The costs of this can be
settled from the estate. But, it’s
important to be aware that the
estate can only bear the cost of
one firm being employed, unless
more are required because special-
ist knowledge is needed
in particular areas.

Apple blossom at Linnet’s Wood Photograph: Paul Coppi


Scotland

New hope for Scotland’s rainforest


Crinan Wood rises 100 metres above way to remember her parents.
the picturesque village of Crinan. Crinan Wood fitted the bill perfectly.
From this vantage point, visitors can Although it was already rich in wildlife,
lose themselves in the spectacular the wood needed a helping hand.
views west to the Isle of Jura and north Planting new trees would help the vul-
to Mull. Or they can look across Crinan nerable oakwood areas to extend and
Loch and marvel at the historic 12th survive well into the future.
century Duntrune Castle and survey the Thanks to Dr Topping, Crinan Wood
1,200 boggy acres of National Nature is in the midst of a three year regenera-
Reserve that lies beyond. tion programme that will give it a new
But even without its stunning set- lease of life. Acorns and hazelnuts are
ting, this would be an exceptional being gathered from the existing trees Tree creeper Photograph: Geoff Campbell

place. With its moist, warm climate to be nurtured into saplings and plant-
it is often described as a remnant of ed back into the wood. In the safe Leaving a gift
Scotland’s own rainforest and it is hands of the Woodland Trust, the
home to a vast variety of ferns, lichens wood will regenerate and become an of land?
and bryophytes. There are 24 species of even healthier wildlife haven.
breeding bird including buzzard, tree Visitors are already encouraged A new advice leaf let is available for
creeper, redstart and wood warbler. to go to the site and enjoy the peace those considering the generous step
Such impressive natural diversity is typ- and beauty it offers. We hope that, of leaving the Trust land in their Will.
ical of the ancient semi-natural wood- along the way, they will stop and read This explains how you can make your
land that covers part of the wood. the plaque that remembers gift ensuring that your wishes are
When Dr Lillian E Topping wrote her Dr Lillian E Topping and her parents – taken into account and that we have
Will, she asked that her bequest be for it is thanks in part to them that vis- the resources necessary to give it the
spent on woodland creation in Argyll. its will be such a pleasure. attention it deserves. For a copy
She saw this as an enduring and tender of the leaf let call 01476 581129.

Crinan Wood - a treasure set to extend and thrive thanks to Dr Topping and her parents. Photograph: Alex Von Koettlitz
Latest news

Quick wit

A Kent man said in his Will


“To my first wife, Sue, whom I
always promised I would mention
in my Will – ‘Hello Sue!”.

Question
My husband and I are about
to celebrate our 50th wedding
anniversary. We have decided
that it’s about time to write our
Wills. We have separate banks,
Heath Hills, Surrey – gifted to the Trust in 1996 Photograph: Robert McLeod
savings accounts and invest-

Good news for shareholders ments and support different


charities. We would like to
leave our individual estates to
“Taking advantage of this benefit whether you are able to reap greater our respective charities, except
could enable the value of your gift benefits by donating them in your the house in which we live. We
lifetime? This offers the added advan-
to be increased fivefold...” want this to be passed to our
tage of enabling you to fund a specific surviving partner. How can we
Many of you will already know that project which can be enjoyed in your do this?
bequests to charity have the benefit of own lifetime.
exemption from both Inheritance Tax Taking advantage of this benefit Answer
and Capital Gains Tax. But fewer peo- could enable the value of your gift to
ple are aware that, from April 2000, be increased fivefold, saving you Most matrimonial homes are now
another valuable form of tax relief has money and helping the charity greatly. owned by spouses as ‘joint tenants’
been introduced. To discuss whether this is an appro- (or in Scotland under a ‘destination’
Gifts of certain shares, securities priate option for you, call to the surviving spouse) which means
and other investments to charities James Underhill at the Trust on that the two partners own the home
are now eligible for Income Tax relief 01797 344721. Alternatively, pick up equally and so the property will
as well as being exempt from Capital the Inland Revenue leaf let, Giving automatically pass to the surviving
Gains Tax. If you are thinking of leav- Shares and Securities to Charities, from your spouse, regardless of the Will.
ing shares or other investments to a local tax office or visit their website at If, however, the house is owned as
charity in your Will, why not consider www.inlandrevenue.gov.uk ‘tenants in common’, each spouse
owns a certain amount of the prop-
erty and his/her share will pass on
Quick wit
death according to the terms of
Somerset amateur actor, the Will.
If you think that your home is
John Bliss, said in his Will
owned as ‘tenants in common’
“I leave my skull to the
(or in Scotland with no ‘destina-
Crewkerne Players, in the hope
tion’), you should include in your
that its appearance on stage Will wording along the lines of “I
during public performances leave my interest in the property at
may attract more favourable ...... to my husband/wife absolutely."
criticism than I did while Your solicitor will be able to give you
appearing alive.” further advice on this.
News & contacts

A helping hand with


your legacy
Leaving a legacy to the
Woodland Trust is an ideal way
of being remembered and mak-
ing a lasting gift to future gener-
ations. We can help to make the
process easy.
Susan Miller, our Legacy
Manager, is very pleased to talk
to you directly on the telephone
or to arrange for a member of
staff to call and see you at
home, if you would prefer.
Alternatively, why not ask for
our free advice leaf let, Wording
Hone Wood, Yorkshire Photograph: Stuart Handley for Wills?

Dr Asser’s bequest For further


information,
Mrs Lida Newman, daughter of Elizabeth Asser loved Yorkshire.
contact Susan on:
Dr Elizabeth Asser, explains why her When she died in January this year,
01476 581129
mother decided to leave a legacy to donations were sent to the Trust
the Woodland Trust. which, added to her legacy, have made
Dr Elizabeth Asser had two great it possible to create a living memorial
The Woodland Trust, Autumn Park,
passions – trees and Yorkshire. To see to her and her two great passions. Grantham, Lincolnshire NG31 6LL
bluebells growing under trees just For the most up to date news of Telephone 01476 581111
coming into leaf, or dew glinting on what's happening in Yorkshire, visit Fax 01476 590808
autumn leaves, was bliss. www.woodland_-trust.org.uk/
The Woodland Trust Scotland
In the 1970s, she became a support- yorkshiredales Glenruthven Mill, Abbey Road,
er and left the Woodland Trust a lega-
Auchterarder, Perthshire PH3 1DP
cy in her Will. To her, trees, whether
The Hone Wood legacy Telephone 01764 662554
they were growing singly, Fax 01764 662553
in a small copse or a great forest, Dr Asser’s bequest contributed The Woodland Trust in
were a sight of wonderment, important to the creation of a brand new wood Northern Ireland, 1 May Avenue,
for the health of every living creature near the village of Boggle Hole, Bangor, County Down BT20 4JT
and the planet’s future. She would say North Yorkshire. Christened ‘Boggle Telephone 028 9127 5787
that, without the benefit of trees, Top’ by the local villagers, the wood Fax 028 9127 5942
everything would die from pollution, will extend the ancient Hone Wood. The Woodland Trust Wales
lack of resources or disasters.
10,530 trees are being planted there (Coed Cadw), PO Box 10,
this spring – mostly oak and ash Betws y Coed, Conwy LL24 0ZH
with a sprinkling of field maple, www.woodland-trust.org.uk
rowan, hazel, holly, hawthorn and Copyright © 2001 The Woodland Trust 1821 01/01
dog rose. A new sign will welcome Registered Charity Number 294344
The Woodland Trust logo is a trademark of the
the public and a grassy path will Woodland Trust
lead to a viewpoint where walkers Edited by Sallyanne Flemons, Jigsaw Creative
Communications, Newark
can survey the spectacular coastal
Dr Elizabeth Asser (second from right) on her scenery below. Printed on recycled paper ✃
70th birthday surrounded by her three sisters and
her daughter.

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