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

Protecting Family Wealth

Planning a secure future for yourself and your family or your business is one of the most important steps you will ever take. 

At Arnison Heelis we recognise that your individual situation is unique and therefore if estate planning is to be valuable it must be founded on a comprehensive overview of your personal circumstances.  

We provide face to face advice and specialise in meeting the needs and concerns of people like you who have worked hard to build up their assets.  Some of the more common questions that we are asked are:

  • If I die first, how can I look after my spouse but still ensure my children will benefit?
  • How can I provide for a disabled child but not affect their benefits?
  • How can I provide effectively for a child with dependency/financial problems?
  • How can I protect my assets against my son/daughter-in-law?
  • How can I reduce inheritance tax payable on my death?
  • How can I assure the continuation of the family business after my death?

Inheritance tax planning in particular can be extremely beneficial.  Inheritance tax is paid on the value of assets which are passing on death.  It is currently charged at 40% above the inheritance tax threshold and affects many UK families, even those with modest wealth.  This is mainly due to the rise in property values over the last few years and it is estimated that millions of UK home owners may now fall within the clutches of this tax.  Therefore, proper inheritance tax planning could save your family thousands of pounds.

There are a number of steps you can take to mitigate or reduce your potential inheritance tax liability.  Our experienced private client team can review your circumstances with you and advise you on the most appropriate steps for you.  We can help you put in place an effective Will that specifically meets your requirements as well as setting up any arrangements that may be advisable to protect your assets and to mitigate any potential inheritance tax liability.

Our experts in this area are Trevor Price and Sarah Griffiths who can be contacted on the numbers below or email at [email protected]

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.