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Information for executors and solicitors

Thank you for your work in acting as Executor for an estate in which the MS Society is a beneficiary.

On this page you’ll find information on how to correspond with us in estates in which the MS Society is a beneficiary, whether you are a professional solicitor or acting as executor for a loved one.

Coronavirus update: If you're an executor or a solicitor administering an estate on behalf of the MS Society, please note the MS Society offices are closed. Any post received will not be forwarded. Please do not send any correspondence by post. To get in touch with us please email [email protected] or call 020 8438 0763.

How to correspond with us

Guidance for solicitors

For pecuniary legacies

We would be grateful if you could please provide us with:

  • the deceased’s full name and last address
  • an extract of the will clause mentioning our charity

For residuary legacies

We would be grateful if you could please provide us with:

  • a copy of the will and a schedule of assets and liabilities of the estate, or copy of form IHT400/205 (England, Wales, Northern Ireland) or C1/IHT400 (Scotland)
  • notification of when Probate/Confirmation was granted, and a copy of the Grant/Certificate when this becomes possible
  • if the estate includes a property, a copy of the three property valuations/Home Report obtained, and of the Completion Statement/State for Settlement in due course.

If there is likely to be a CGT liability we would be grateful if the executors would appropriate our share of property or investment assets into the charity's name and then arrange to sell on our behalf as bare trustees.

Spending restrictions in a will

We’ll always follow the gift restrictions of a legator as expressed in their will.

Change of registered charity number in England and Wales

Older wills often include our old registered charity number, which used to be 207495. It’s now 1139257.

Please use email if you can

We’re conscious of the environmental impact of using paper, so if you can please do always communicate with us by email. Please contact Fabian, our Legacy Case Manager at [email protected]

Guidance for non-professional executors

For pecuniary (i.e. fixed-sum) legacies

Please let us know the full name and last address of the person whose estate you’re administering. They may have been a supporter and we can make sure no further post is sent to them.

If you can provide us with an extract of the will clause mentioning our charity this will help us to follow the intentions as to their legacy.

For residuary legacies (portion of the residuary estate)

We’d be grateful to receive a complete copy of the will, the grant and the estate accounts in order for us to fulfil our external auditing requirements. These accounts need not be at all complex, they can be a simple summary of assets, liabilities, and payments made. The purpose of these accounts is to show the balance available for distribution to the residuary beneficiaries.

We appreciate that administering an estate can be both complicated and time consuming. We’d like to thank you for taking care of the charity's bequest. Please do let us know if you experience any difficulties, or if we can help you.

Spending restrictions in a will

We’ll always follow the gift restrictions of a legator as expressed in their will.

Change of registered charity number in England and Wales

Older wills often include our old registered charity number, which used to be 207495. It’s now 1139257.

Please use email if you can

We are conscious of the environmental impact of using paper, so if you can please do always communicate with us by email. Please contact Fabian, our Legacy Case Manager at [email protected]

How to make a payment

Please always send a letter or email with the legacy payment, explaining who the legacy is from with the information detailed in the sections above. Thank you.

It’s not possible to make legacy payments online via our website. Please make a payment to us in one of the following two ways

Legacy payments by bank transfer

If you wish to send us a legacy payment by bank transfer, here are our BACS details:

Account Name: Multiple Sclerosis Society
Bank: Barclays Bank Plc
Address: 99 Hatton Garden, London EC1N 8DN
Sort Code: 20 82 94
Account Number: 60845108

Please use the reference ‘LEG [initials and surname of deceased]’ when making your transfer so we can link your payment with the correct legacy.

If we’ve already corresponded with you please use this format: ‘LEG[case number at top of our letter]’.

Legacy payments by cheque

Please make all cheques payable to ‘The Multiple Sclerosis Society’. Always include a covering letter with the cheque, so we can let you know we’ve received it. Please send to our address:

MS Society Legacies Team
372 Edgware Road
London
NW2 6ND