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

Trusts

A Trust is an arrangement whereby assets are transferred to individuals (the trustees) who look after these for the benefit of another person or persons (the beneficiaries).  They can be created during someone’s lifetime or after their death and can take a number of different forms and are established for a variety of reasons.  A few examples of when trusts are established may be to safeguard assets for future members of the family, for tax planning purposes or for the management of assets on behalf of a group of people.  An increasing number of our clients are taking advantage of pilot trusts for flexible long term wealth preservation.  Whatever the circumstances of the trust Arnison Heelis can offer specialist advice to help establish the trust that is right for you.

A trustee of a trust also has a number of wide ranging duties in their management of a trust and Arnison Heelis can advise trustees on their role, responsibility and obligations and can assist the trustees in carrying out their duties.

Our experts in this area are Trevor Price and Jonathan Richardson, who can be contacted on the numbers below or by email at [email protected]

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.