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

Estate Planning - Inheritance Tax

You may have worked hard and paid taxes all your working life to build up your family wealth only to face an Inheritance Tax charge of 40%. We can advise you on the best way to protect and safeguard your assets, mitigate tax and make the best provision for your family.

By working closely with you we will be able to understand your aims and objectives. We will carry out a review of your financial and family circumstances and produce a plan that is tailored to your circumstances and meets your current and future needs. Through careful planning we will suggest ways to mitigate your potential tax liability. We can advise on gifting and the use of Lifetime Trusts and Will Trusts and also making the most of reliefs and allowances available to you. Our objective is by careful planning to minimise your exposure to Inheritance Tax and maximise your family wealth.

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
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.