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

Trusts

Trusts are vastly important and useful and can be highly cost effective. They can be used for a variety of different purposes:

  • To save inheritance tax
  • To preserve assets
  • To prevent a loss of means tested benefits
  • To protect assets of individuals with disabilities or addiction
  • To prevent Inheritance Act claims
  • To protect assets on marriage breakdown

We can advise on all types of Trusts to suit your individual circumstances:

  • Discretionary Trust
  • Life Interest Trust
  • Trusts for grandchildren
  • Trusts for vulnerable beneficiaries
  • Pilot Trust
  • Deed of Variation Will Trusts
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.