Arnison Estate Agents
Impartial. Informed. Assured.
Expert representation for over 150 years.
Appleby: 01768 351591
Penrith: 01768 862007

Vulnerable Persons

It is very common for family members to be vulnerable in some way.  This might be through disability, addiction, money problems or just general fecklessness.  In these situations there is a pressing need for help but a concern that an unqualified financial provision will be squandered or wasted and may in some cases do real harm.

This is an area where trusts really come into their own and give a very effective solution.  Essentially money held on a discretionary trust or disabled person’s trust is available for a vulnerable person but never part of their assets.  It does not therefore affect benefits and is not available to creditors.  In this way the trust can be used for the very real benefit of the vulnerable person and you can be sure you are making a real difference.

Opening Hours
  Penrith Office Appleby Office
Monday 9am - 5pm 9am - 5pm
Tuesday 9am - 5pm 9am - 5pm
Wednesday 9am - 5pm 9am - 5pm
Thursday 9am - 5pm 9am - 5pm
Friday 9am - 5pm 9am - 5pm
Saturday Pre-arranged appts only CLOSED
Sunday CLOSED CLOSED
Our office will close at 5:00pm on Friday 22nd December 2023 and will reopen at 9:00am on Tuesday 2nd January 2024. Wishing you a Merry Christmas and Best Wishes for 2024.
Please note Saturday opening is by appointment only. We are also willing to meet with you outside of these hours or to arrange home visits by prior arrangement.