Leave Your Legacy

After looking after your family and friends, you may wish to remember Rosewell Development Trust in your Will. A gift of any size can help protect The Steading and support community-led work in Rosewell for generations to come.

Leaving a charitable gift in your Will is sometimes called leaving a legacy. If Rosewell and The Steading have played a part in your life, leaving your legacy can be a lasting way to help the community continue to thrive.

Honouring Rosewell’s past, building its future

19th century

Rosewell developed around Whitehill Colliery. Mining shaped the village and its economy, supporting homes, shops, churches, schools and a co-operative retail society. Rosewell became a thriving, closely connected community.

1961

Whitehill Colliery closed. Over time, Rosewell lost much of the local infrastructure, amenities and opportunities that had supported village life.

2010

Rosewell Development Trust was founded as a community-led initiative, to help regenerate the village, restore local amenities and create new opportunities.

2020

The Steading opened and has become a welcoming community hub for activities, events, volunteering, play, learning, wellbeing and social connection.

Rosewell's Next Chapter

Our aim is not to recreate the past, but to carry forward its strong sense of community by rebuilding the places, connections and opportunities that help Rosewell thrive today.

A gift in your Will can protect what the community has rebuilt and help create what Rosewell needs next.

What your gift could help make possible

Keep The Steading welcoming and accessible

Reduce isolation and support wellbeing

Support affordable activities and events

Maintain and improve community spaces

Create friendship and volunteering opportunities

Develop new community-led projects

Every Gift Matters

You do not need to be wealthy to leave a meaningful gift. Even a small share of an estate or a modest fixed amount can contribute to Rosewell’s future.

Gifts in Wills may be received many years from now, helping RDT plan beyond short-term grants and respond as new needs and opportunities arise.

How to leave a gift in your Will

  1. Decide who you wish to provide for.
  2. Consider what kind of gift you may wish to leave.
  3. Give your adviser RDT’s registered details.
  4. Talk to us first if you have a particular purpose in mind.
  5. Let us know if you wish. This is entirely optional.

A solicitor or appropriately qualified Will-writing professional can help ensure your Will is legally valid and reflects your wishes.

Types of gift

All or a percentage of what remains of your estate after debts, expenses and other gifts have been paid.

Because it is based on a share rather than a fixed amount, its value changes with the overall value of your estate and may be less affected by inflation.

A residuary gift can be left alongside gifts to family, friends and others.

A fixed sum of money chosen by you. This can be a clear and straightforward way to leave a gift, although inflation may reduce its real value over time.

Your solicitor can advise whether the amount should be reviewed periodically or linked to inflation.

A particular item or asset, such as property, shares, jewellery or another possession. It should be described clearly in your Will, and your solicitor can advise what would happen if you no longer owned it when your estate is administered.

If you are considering leaving property or another substantial asset to RDT, please speak to us before finalising your Will.

Information for your solicitor or Will writer

Full legal name                         Rosewell Development Trust Community Company Ltd
Scottish charity number     SC042673
Company number                   SC408565
Registered address                The Steading, Carnethie Street, Rosewell, EH24 9AA

Questions about leaving a gift

Can I ask for my gift to support something specific?

You can express a wish for your gift to support a particular part of RDT’s work. However, services, facilities and community needs can change. A tightly restricted gift may become difficult or impossible to use in the way originally intended.

If you have a particular purpose in mind, please contact us before finalising your Will. We can discuss your wishes, and your solicitor can advise on wording that reflects them while remaining workable in the future.

Do I need to tell RDT?

No. You are under no obligation to tell us that you have included, or are considering including, RDT in your Will.

If you choose to let us know, we would be grateful for the opportunity to thank you and keep you informed about our work. Telling us is not legally binding, and you can change your Will at any time. Any conversation will be treated sensitively and in confidence.

Could leaving a gift affect Inheritance Tax?

Gifts left to qualifying charities are generally deducted from the value of an estate before Inheritance Tax is calculated. If 10% or more of the relevant net estate is left to charity, a reduced Inheritance Tax rate may apply.

Tax and estate calculations can be complex, so please seek advice about your circumstances from a solicitor or qualified tax adviser. This reflects current GOV.UK guidance.

What if I already have a Will?

You may not need to replace it completely. A solicitor can advise whether your wishes should be recorded through a codicil or a new Will.

Do not alter the signed document yourself, as changes that are not properly signed and witnessed may be invalid. Citizens Advice Scotland

Can RDT help me write my Will?

RDT cannot provide legal or tax advice or prepare wording for your Will. We can provide our registered details and discuss any particular purpose you have in mind.

A solicitor or appropriately qualified Will-writing professional can advise you and ensure your wishes are recorded correctly.

Talk to us

If you are considering leaving  a gift in your will, or would like to leave a gift for a particular purpose, we’d love to hear from you. Call us on 0131 629 9398 or email us below.