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

Wills

Securing the future with Wills

Will Service

Tier 1: Simple Will

Basic Will

Our most straightforward legally binding Will service for individuals and families.

Single - £165 + VAT
Mirror - £240 + VAT

What's included?

  • Initial consultation to discuss your family, financial circumstances and wishes.
  • Appointing executors to carry out the terms of your Will after your death.
  • Appointing guardians for any children under 18.
  • Provision for simple funeral wishes.
  • A Will listing the intended beneficiaries of the whole of your estate, and any substitute beneficiaries.

What's not included?

  • Tax issues including inheritance tax.
  • Advice about potential claims against your estate.
  • Advice about care fees and care fee mitigation.
  • Foreign assets.
  • Business assets.
  • Life insurance and pensions.
  • Mental capacity issues.
  • Trusts, including rights of occupation and property protection trusts.
  • Advice about inheritance for disabled or vulnerable beneficiaries.
  • Anything else not identified in the section ‘What’s included’ above.

Standard Will

Single - £265 + VAT
Mirror - £340 + VAT

What’s included?

  • Everything that is included in our Basic Will service, plus:
  • A Will that includes any outright gifts of money, personal belongings, or property you wish to make to particular beneficiaries.
  • General inheritance tax advice.

What’s not included?

  • Tax issues other than inheritance tax.
  • Advice about potential claims against your estate.
  • Advice about care fees and care fee mitigation.
  • Foreign assets.
  • Business assets.
  • Mental capacity issues.
  • Trusts, including rights of occupation and property protection trusts.
  • Advice about inheritance for disabled or vulnerable beneficiaries.
  • Anything else not identified in the section ‘What’s included’ above.

Should you require advice about any of these matters, please let us know and we will price these or any other requirements for you.

Tier 2: Trust Will

These Wills can deal very effectively with a wide range of common issues including disabled or vulnerable beneficiaries, second families, and mitigate risks around care fees.

Property Protection Trust
Single - £350 + VAT
Mirror - £450 + VAT

Discretionary Trust Will
Single - £495 + VAT
Mirror - £595 + VAT

Life Interest Trust Will
Single - £495 + VAT
Mirror - £595 + VAT

Nil Rate Band Trust Will
Single - £495 + VAT
Mirror - £595 + VAT

What’s included?

  • Initial consultation to discuss your family, financial circumstances and wishes.
  • Appointing executors to carry out the terms of your Will after your death.
  • Appointing guardians for any children under 18.
  • Provision for your funeral wishes.
  • Advice about a Trust which may be suitable for your circumstances, such as a property protection trust, life interest trust, or discretionary trust.
  • Advice about inheritance for disabled or vulnerable beneficiaries, if applicable.
  • Advice about care fee mitigation, if applicable.
  • General inheritance tax advice.
  • A Will that includes any specific gifts of money, personal belongings or property, either given outright or into a trust.
  • A Will listing the intended beneficiaries of the rest of your estate, and any substitute beneficiaries.

What’s not included?

  • Tax issues other than inheritance tax.
  • Advice about potential claims against your estate.
  • Foreign assets.
  • Business assets.
  • Mental capacity issues.
  • Anything else not identified in the section ‘What’s included’ above.

 Should you require advice about any of these matters, please let us know and we will price these or any other requirements for you.

Tier 3: Specialist Will

Succession planning for farmers, business owners or those with large or complex estates is vital and plays a key part in making the most of available tax reliefs, reducing the likelihood of disputes after death, and ensuring the estate can be passed on to successive generations. 

Specialist Wills for Farmers
Single / Mirror - £595 - £1,200 + VAT

Specialist Wills for Business Owners
Single / Mirror - £595 - £1,200 + VAT

Bespoke Will
We offer a bespoke hourly rate service to meet your requirements if your estate or family circumstances are complex or if you require detailed advice about matters such as lifetime gifts, inheritance tax or the possibility of a claim being made against an estate. Hourly rates vary depending on the experience of the Will drafter and range up to £250 + VAT.

What’s included?

  • Initial consultation to discuss your family, financial circumstances and wishes.
  • Appointing executors to carry out the terms of your Will after your death.
  • Appointing guardians for any children under 18.
  • Provision for your funeral wishes.
  • Advice about a Trust which may be suitable for your circumstances, such as a property protection trust, life interest trust, or discretionary trust.
  • Advice about inheritance for disabled or vulnerable beneficiaries, if applicable.
  • Advice about care fee mitigation, if applicable.
  • Advice about foreign assets, if applicable.
  • Advice about business assets, if applicable.
  • Advice about potential claims against your estate, if applicable.
  • Advice surrounding the issue of mental capacity, if required.
  • Specific inheritance tax advice.
  • A Will that includes any specific gifts of money, personal belongings, or property, either given outright or into a trust.
  • A Will listing the intended beneficiaries of the rest of your estate, and any substitute beneficiaries.

What’s not included?

  • Tax issues other than inheritance tax
  • Anything else not identified in the section ‘What’s included’ above.

Should you require any further advice, please let us know and we will price these or any other requirements for you.

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
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.