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

Lifetime Gifts

Gifts can be a highly effective form of Estate Planning. However they can also be a minefield for the unwary and can leads to very big problems. The biggest problems arise around gifts of the family home. It is vital therefore that you take legal advice before making gifts. This means you can consider all the options before embarking on a course of actions.

We can advise on:

  • Advantages and disadvantages of making a gift.
  • The tax implications
  • Problems that may occur
  • Whether the gift should be outright or into a Trust
  • Deprivation of capital rules
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.