In some circumstances, having a Will may not be enough to offer the protection and assurance that clients need when it comes to protecting their most valued assets.
Florins Wills & Probate offer professional advice on various types of trust planning, including Property Protection and Lifetime Trusts.
Our specialist advisers can help you plan your affairs so that you can minimise the impact of both tax and care home fees on your carefully saved funds and home.
There are many companies out there making promises that can’t be fulfilled when it comes to trust planning and residential care. This is why it is crucial to speak to experienced, professional advisers who can give the full picture and make you aware of what is and isn’t possible with your trusts and estates.
We will advise on the best type of trust so you get the best outcome for you and your family in the future.
Our fees for setting up trusts and estates management are provided on a case by case basis as all clients needs and assets are very different. We will discuss the fixed costs for trust planning, as well as the trust registration service, at our initial meeting with you.
Contact Sophie at Florins today for a personal quotation.
Our proactive trusts and estates service is quality driven and tailored to the needs of our clients. We work alongside our clients, helping them achieve their personal and business aspirations & goals.
Florins Pensions & Investments Ltd is authorised and regulated by the Financial Conduct Authority.
Florins Pensions & Investments Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 512554
Licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales
If you wish to register a complaint, please write to or telephone 01507 304222. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at financial-ombudsman.org.uk or by contacting them on 0800 023 4 567. If you cannot settle your Probate complaint with us, you may be entitled to refer it to the Legal Ombudsman at legalombudsman.org.uk or by calling 0300 555 0333.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
