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

Lifetime Trusts

Although many of the tax advantages of trusts have been neutralised in recent years, trusts remain as an invaluable way of protecting assets and in some cases they retain significant tax advantages.

Trust to record ownership of property

£200 + VAT

If you buy a property with another person you should consider a declaration of trust.  It is particularly important when you are not married to each other or are married and have children from another relationship.

Lifetime Discretionary Trust

£350 + VAT

For use by parents or grandparents who want to reduce their estate for tax purposes and/or help a child or grandchildren but to retain control of the assets.  This helps protect assets from immature beneficiaries and relationship breakdown.

Lifetime Settlement of Principal Residence 

£455 + VAT

Opening Hours
  Penrith Office Appleby Office
Monday 9am - 5pm 9am - 5pm
Tuesday 9am - 7pm 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
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.