Information for Solicitors & Executors

Information for Solicitors & Executors

This page contains all the information needed by solicitors and executors overseeing a gift in a will to Southmead Hospital Charity. Included below is information on the following:

• Our charity details
• How to pay in a legacy
• Gifts in wills and tax exemption
• How to contact the Charity team

Our charity details

These details are required in all wills written by a solicitor. Executors will find this helpful when ensuring any gift left to Southmead Hospital Charity reaches us.

Registered charity name: North Bristol NHS Trust Charitable Funds
Charity address: Kendon House, Southmead Hospital, Bristol, BS10 5NB
Charity number: 1055900

Ways in which we are commonly named in a will are:

• Southmead Hospital Charity, our working name
• North Bristol NHS Trust Charitable Funds, our registered name
• North Bristol NHS Trust – we are the official NHS Charity of the Trust
• Southmead Hospital – we are the official NHS Charity of the hospital
• Cossham Hospital – we are the official NHS Charity of the hospital
• Frenchay Hospital – we are the official NHS Charity of the hospital
• Shine Together, another working name
• Southmead Health Services Charitable Fund, a previous working name
• A list of other funds established by North Bristol NHS Trust that were merged with our charity in 2016 can be found on our Charity Commission page.

If the name mentioned in the will you have is not listed above, but you think Southmead Hospital Charity may be the intended beneficiary, please email us on legacies@nbt.nhs.uk.

How to pay in a legacy

Step 1

To pay in a legacy, you’ll need to email us on legacies@nbt.nhs.uk with the following details:

• The full name and title of the deceased
• Their last address
• The date of death
• The executor’s name and contact details
• A copy of the will
• Any information about the reason for the legacy

Your details as executor will not be added to any mailing lists as a result of contacting us about a legacy.

Step 2

Please send payments by bank transfer to the following account:

Account name: GBS RE NBRIST CHARITY
Account number: 10006737
Sort code: 60-70-80
Bank address: Royal Bank of Scotland, Government Banking CST, PO Box 2027, Parklands, De Havilland Way, Horwich, Bolton, BL6 4YU

Please use the reference “Legacies – [Surname of Deceased]” so we can identify the payment when it is made.

Gifts in wills & tax exemption

We cannot advise about inheritance tax. Please visit the HMRC website for information on inheritance tax.

We’re here to help

If you need any more information, please contact our Legacies Team at legacies@nbt.nhs.uk or phone 0117 414 0170.