Wills & Tax Planning

Preparing a Will is one of the most important steps you can take. Our team of specialist solicitors in Kendal, Windermere and Ambleside can work with you to prepare your new Will, consider and limit the potential Inheritance Tax liability of your estate and help you arrange your affairs in a way that achieves your aims.

When making your will, we can offer advice on any of the following issues:

  • Pensions and life insurance
  • Inheritance tax planning and limitation
  • Asset protection
  • The use of trust arrangements for succession planning
  • Funeral wishes
  • Nursing home fees
  • Business succession
  • Appointing guardians for young children
  • Who to appoint as your executors and trustees
  • How the process of obtaining the Grant of Probate works after your death

When someone dies without leaving a Will, which is also known as dying ‘intestate’, it can cause a great deal of confusion, uncertainty and distress for close family members. Preparing a Will therefore provides certainty for your loved ones after your death and ensures that your estate is distributed in accordance with your wishes.

Our experienced Will writing solicitors have a particular expertise in advising high net worth individuals, business owners and farmers, helping them to minimise the potential Inheritance Tax liability of their estates. One of the ways that you can help to protect your assets is by including a trust arrangement in your Will and this is something that our solicitors can advise you on.

We have three offices situated in Kendal, Windermere and Ambleside and our private client solicitors are all qualified members of STEP ( The Society of Trust and Estate Practitioners).

In addition to will writing expertise, our solicitors can also help you to prepare Lasting Powers of Attorney for Property and Financial Affairs and/or Health and Welfare. Lasting Powers of Attorney allow you to appoint someone, whether this be your spouse, other family member or friend, to make decisions on your behalf in the event that you become unable to do so for yourself. This might be, for example, if you were to suffer from a stroke, an accident or if you lose your mental capacity. Many individuals consider preparing Lasting Powers of Attorney when making their Will.

For a no obligation consultation or quotation please contact Jamie Hamilton, Robert KornasLaura PriestleyShelley Savasi or Alex Gardiner.