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Wills and Estate Planning

We can draft the right Will for you, help safeguard your family’s financial circumstances for the future, and can often help save our clients a considerable sum of money in Inheritance Tax and legal fees. We can also act as Executor of your Estate.

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Pastoral Care

We have earned a reputation for exceptional pastoral care, and our highly personalised services include providing advice and help for people during their lifetime with regards to arrangements such as convalescence accommodation and residential care.

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Powers of Attorney

Granting a Lasting Power of Attorney for both property and financial affairs, and health and welfare can lift a huge weight off your shoulders. KKL will help you prevent the stress and worry that accompanies ill-health and diminishing capabilities.

Why Choose KKL

  • We are the Jewish Community’s first and favourite Wills and Estate Planning Organisation
  • Our highly qualified team will ensure your Will is legally watertight and can act as Executor in the administration of your Estate
  • We can help reduce your Inheritance Tax liability
  • Peace of mind in knowing that your needs are being looked after by our caring and professional team
  • Our expert advice is free of charge (terms and conditions apply) when you leave a legacy to our parent charity JNF Charitable Trust

JNF Charitable Trust ran its annual Senior Legacy Mission to Israel in October. The mission included a unique opportunity to actively engage with the people and projects which JNF UK supports as well as explore the country’s hidden gems and its best known features. Accompanied by an experienced guide, together with friendly and well-informed staff, the tour travelled the length and breadth of Israel in comfort and in style.

KKL Executor and Trustee Company Ltd biannual newsletters contain interesting articles about our important work and the services we provide within the Jewish Community.

Click here to view our Summer 2018 issue of Legacy Matters

CHARITABLE LEGACIES: YOUR FOOTPRINTS ON THE FUTURE

By Carolyn Addleman, Director of Legacies

Sir Moses Montefiore, the 19th century Jewish international diplomat and philanthropist, was once asked how much he was worth. The wealthy man thought about it for a while and came up with a figure. The other replied: “That can’t be right. By my calculation you must be worth many times that amount.”

Moses Montefiore’s reply was this: “You didn’t ask me how much I own. You asked me how much I’m worth. So, I calculated the amount I have given to charity this year and that is the figure I gave you. You see,” he said, “we are worth what we are willing to share with others.”

Whatever the cause, Jewish or otherwise, Jews have always ‘punched above their weight’ when called upon to meet the challenge of charitable giving. Perhaps it is because the concept of tzedakah goes far beyond the English word ‘charity’ as it is usually translated. It is derived from the Hebrew word ‘tzedek’ meaning righteousness, justice or fairness. For Jews, giving to the poor or needy is an act of justice and righteousness, the performance of a duty.

Jews around the world have always responded disproportionately to the challenge of providing the financial support and infrastructure needed to sustain Jewish life, whether through the moral obligation on a minority to provide for its needy or the psychological bond that ties the Diaspora Jews to the State of Israel and its people.

Charity should be as much about making a personal investment in a project as making a financial one, which will lead to charities forging deeper, more enduring connections with their supporters resulting in a more fruitful and beneficial outcome for both. Charitable legacies are the best way of leaving one’s footprint on the future and making a difference to the causes that strike a chord in the hearts and minds of those who give.

Against a background of cuts in funding to the charitable sector, the Government has recently been encouraging charitable giving through more, and higher value, legacies. The Government is encouraging not only the principle of giving to charity by Will, but providing a tangible incentive to do so, through the reduced tax rate on the remainder of the estate.

Since 2011, not only will the value of the charity legacy reduce your taxable estate, but if its value exceeds the critical 10% threshold, the tax rate applied on the remainder of your estate passing to your family will reduce from 40% to 36%. So, the cost of a legacy to charity will now be borne by the Government in saved Inheritance Tax.

As Director of Legacies at Britain’s oldest Israel charity, JNF UK, I am privileged to meet members of the community who share this commitment to making their mark on the future by leaving a legacy to Israel in their Will. I am inspired by the selflessness and generosity of spirit I encounter in the course of my work. For over 70 years, JNF UK’s legacy department has provided Will writing and estate administration services to those leaving a legacy to Israel through the charity.

So, this year help not only to raise vital funds for charities at home and abroad by leaving a legacy in your Will but also to recognise just how much this form of charity can enrich the donor and the recipient, and the potential impact it can make on the community as a whole.

ISRAELI DIPLOMAT PRAISES JNF DONORS’ VISION

KKL-chanukah2Director of Diplomacy at the Israeli Embassy, Rony Yedidia-Klein, has praised the vision and support of JNF donors in the face of adversity. Speaking at an exclusive pre-Chanukah gathering for some of the charity’s legacy clients and stalwart supporters, she drew attention to the importance of fostering bilateral links between the UK and Israel, as well as encouraging support for Israel on university campuses and with Christian friends groups across the UK. She congratulated those JNF supporters who intend to leave legacies to Israel in their wills for their important contribution.

Attendees also hear about JNF UK’s continuing dedication to the developing the Negev region of Israel, in order to help its poorer communities and allow a new generation of Israelis to thrive in newly redeveloped towns and cities.

The gathering was one of a number of events that the charity provides for its legacy clients.

Carolyn Addleman, Director of Legacies, said “Israel’s most important resource is its people. That’s why JNF UK supports projects from childhood centres through to services for Holocaust survivors, as well as a range of projects in towns experiencing social and economic hardship. It’s thanks to the support of the JNF UK’s legacy donors that we can ensure the best future for Israel, enabling the older generation to underpin the future success of the Jewish people.”