Our main area
of work is advising on Wills and estate planning,
helping clients organise their affairs to best advantage
for their beneficiaries.
In addition
we assist in the preparation of Lasting Powers of
Attorney’s both Property and affairs and personal
welfare.
We can help
should you wish to move a property or other asset into a
lifetime trust.
Finally,
should family members and executors require help with
the administration of an estate, we would be pleased to
assist. In all these cases, in event that specialist
legal or accountancy work is required, or independent
financial advice we have experienced firms we can call
on to help. (Prices available on application).
We can even help you plan your funeral. We offer prepaid funeral plans which help make your wishes are followed.
 |
This picture was taken at
Carlisle Woodland Burial site in Cumbria, site next to
the Cemetery.
At Kendal Wills we
specialise in dealing with other professionals such as
Accountants and Independent financial advisers.
We offer a high level of
service and feedback in such cases and can visit clients
in their homes up to 50 miles from Kendal. If you have
more distant clients, we would still be pleased to
assist and can recommend a Will writer local to your
client who will also be an Institute of Professional
Willwriters member.
We can conduct evening
appointments at a time to suite your client rather than
just a time to suite us.
Kendal Wills do not
appoint ourselves as executors on the Wills so there are
no nasty surprises for the executors and family, as
regards excessive charges for probate work, and your
clients are free to “shop around” when choosing a firm
to administer the estate.
We are also pleased to
talk to local charities who may want to encourage
legacy giving. We can also assist our clients in
choosing suitable charities. Charitable gifts can also
reduce a potential Inheritance tax liability.
After April 2012 the Government is
reducing Inheritance tax
from 40% to 36% for those people who make charity
donations in their Wills of
more than 10% of the estate. See http://www.hmrc.gov.uk/budget2011/charities-main-announcements.pdf
We can help you make sure you benefit
from this change.
For more information on charity
giving in your Will you
might like to look at:
http://www.rememberacharity.org.uk/
and their successful recent campaign
at: http://www.rememberacharity.org.uk/pages/meet-rocky-taylor.html
|
Making a Will enables you to leave specific assets to specific people. |
| A Will can also make
sure your valued assets don't end up in the wrong
hands ! |
Business and Farm Succession advice
Many of our clients
have businesses and farms and planning for the future
can be a constant worry.
Once we have a full
understanding of your situation we help you plan both
making lifetime gifts and using Wills.
Even if you know what
you want to achieve, it may not be totally
straightforward, as mitigating tax both now and in the
future can become a further important consideration.
We offer a free initial meeting with no obligation. Again, we have access to specialists where required.
 |
Inheritance Tax Planning
Avoiding taxation at 40% on assets over the nil rate band is always a concern. We will talk through your options and help you plan to keep your assets with your family and chosen beneficiaries. Where required we have other experienced professionals we can call on to assist.
WHERE DO WE OPERATE? We cover the whole of Cumbria including Carlisle, Workington, and Barrow in Furness and North Lancashire including all "PR" and "FY" post code areas.
FINALLY, thank you for looking at our site. If you don't find the information you need do contact us in the first instance for further help and advice. Ring us now on 01539 728020 please leave a message and your number if out of office hours.