Evans Legacy Planning helps families across England and Wales protect property, family wealth and business interests using wills, trusts, LPAs and tailored legacy planning.
If your estate includes rental properties, business assets, savings, investments or complex family circumstances, a basic will may not give your family the level of protection you expect.
Advanced Family Legacy Planning is designed to help families look beyond a basic will and consider the wider protection their property, business interests and family wealth may need.
This service is designed for families who need more than a basic will. It may be suitable if you:
• Own rental properties or a property portfolio
• Own a business or company shares
• Have a higher-value estate
• Want to protect children or grandchildren
• Are in a blended family
• Are worried about care fees
• Are worried about inheritance tax
• Want to keep wealth in the family bloodline
• Have vulnerable beneficiaries who may need extra protection
• Want to reduce the risk of family disputes
• Already have a will but need a full review
• Want more than a basic will or LPA
A basic will can say who should receive your assets, but it may not fully protect family wealth from future risks.
For families with property, business interests, larger estates or more complex family circumstances, a more detailed legacy plan may be needed.
Without proper planning, family wealth may be exposed to issues such as divorce, remarriage, care costs, creditors, family disputes, probate delays or assets passing to the wrong people.
Advanced family legacy planning looks at the bigger picture. It considers what you own, who you want to protect, what risks may apply, and whether wills, trusts, LPAs or other planning options may be suitable.
Want to understand this in more detail? Read our guide: Why a Basic Will May Not Be Enough for Property Owners, Business Owners and Families With Larger Estates.
If you own property, have business interests, have children or grandchildren to protect, or are worried about inheritance tax, care fees or family disputes, it may be worth reviewing your estate properly before choosing the right documents.
Our complimentary Family Legacy Review helps you understand what level of planning may be suitable for your circumstances.
Evans Legacy Planning works with families and individuals who have more to protect than a simple estate. Below are the main client types we help through Advanced Family Legacy Planning.
Advanced Family Legacy Planning may be suitable where a family has more assets, more risk, or more people to protect.
For clients with rental properties, HMOs, buy-to-let homes or commercial units who want to protect property wealth and pass assets to the right people.
For business owners who need to consider company value, shares, succession, family protection and what happens if they die or lose capacity.
For directors and shareholders who need clarity around what happens to company shares, business interests and family wealth.
For families with valuable homes, savings, investments, pensions or larger estates who want more structure and protection than a basic will.
For second marriages, stepchildren, children from previous relationships or unmarried partners where careful planning can reduce future conflict.
For parents who want to protect children’s inheritance from divorce, remarriage, creditors, poor decisions or money leaving the family bloodline.
For grandparents who want to pass wealth down in a controlled and protected way, especially where grandchildren are young or vulnerable.
For families worried about care costs who want to understand their estate planning options early and make informed decisions.
For families with property, savings, investments, life insurance or business assets who may need to review inheritance tax planning options.
For families with land, farms, property or generational assets who need to think about succession and long-term family protection.
For unmarried couples who own property, have children together or want to make sure their partner and family are properly protected.
For families with loved ones who may need extra protection because of disability, benefits, financial vulnerability or difficult circumstances.
For families concerned about unclear wishes, unequal inheritance, estranged children, blended families or conflict after death.
For people who already have a will but need to check whether it still protects their property, family wealth and current circumstances.
For clients whose wealth position has changed after selling a business, property, land or another major asset.
Advanced Family Legacy Planning starts with understanding your family, your assets, your concerns and what you want to happen in the future.
We look at what you own, who you want to protect and what risks may apply to your circumstances. This may include property, business interests, savings, investments, pensions, life insurance, blended family circumstances, inheritance tax concerns, care-fee concerns or protecting children and grandchildren.
Once we understand the full picture, we can help you consider the right planning options. Depending on your needs, this may include wills, trusts, lasting powers of attorney, family protection planning, inheritance planning and wider legacy planning.
The aim is to give your family more clarity, more control and better protection for the future.
We start by looking at your family, property, business interests, assets and concerns.
We help you understand where a basic will may not give enough protection.
We consider suitable options such as wills, trusts, LPAs and legacy planning.
The aim is to help your assets pass to the right people, in the right way.
Evans Legacy Planning supports families across England and Wales with wills, trusts, lasting powers of attorney and advanced family legacy planning.
We regularly help clients across South Wales and wider regions, including Cardiff, Newport, Swansea, Bridgend, Aberdare, Rhondda Cynon Taf, Merthyr Tydfil, Pontypridd, Caerphilly, Bristol, Gloucester, Hereford, Worcester, Leeds, Sheffield, Wakefield, Oldham, Huddersfield and Halifax.
Whether you are based locally in South Wales or elsewhere across England and Wales, we can help you understand the estate planning options available for your property, business interests, family wealth and future legacy.
Choosing the right estate planning support is important, especially when property, business interests, family wealth or complex family circumstances are involved.
Evans Legacy Planning focuses on clear, professional and family-focused estate planning. We explain your options in plain English and help you understand what level of protection may be suitable for your circumstances.
We explain wills, trusts, LPAs and legacy planning in a clear way, so families understand their options before making important decisions.
Every family is different. We take time to understand your assets, wishes, family structure and the people you want to protect.
This service is designed for families with property, business interests, larger estates or more complex circumstances that may need more than a basic will.
We help families consider the right mix of wills, trusts, lasting powers of attorney and wider legacy planning depending on their needs.
Evans Legacy Planning supports families across Cardiff, South Wales and wider areas across England and Wales.
Your complimentary Family Legacy Review is designed to help you understand your position and what level of planning may be suitable.
Every family is different. These example situations show where advanced family legacy planning may be worth reviewing.
A married couple own their home and two rental properties. They want to protect the properties for their children and grandchildren, but they are unsure whether simple mirror wills give enough protection.
A company director owns business shares, a family home and savings. They want to understand what would happen to the business and family wealth if they died or lost capacity.
A couple in a second marriage want to protect each other while also making sure children from previous relationships are not accidentally disinherited.
Grandparents want to leave wealth for children and grandchildren, but they also want protection against divorce, remarriage, poor financial decisions or money leaving the family bloodline.
If any of these situations sound familiar, a complimentary Family Legacy Review can help you understand whether your current planning gives your family the protection you expect.
Below are some of the common questions families ask when they are considering whether a basic will gives enough protection for their property, business interests, family wealth and future wishes.
Advanced Family Legacy Planning is for families who may need more than a basic will. It looks at property, business interests, family wealth, trusts, LPAs, inheritance concerns and how assets should pass to the right people in the right way.
This service may be suitable for landlords, property owners, business owners, company directors, families with larger estates, blended families, parents, grandparents and anyone who wants stronger protection for family wealth.
Landlords may need more detailed planning because rental properties, HMOs, property portfolios and family inheritance wishes can make an estate more complex. A review can help identify whether trust planning or wider estate planning may be suitable.
Estate planning can help families consider how assets should be passed on and whether extra protection may be needed against risks such as divorce, remarriage, creditors, family disputes or money leaving the family bloodline.
Yes. Evans Legacy Planning helps business owners and company directors consider how business interests, shares and family wealth should be protected if they die or lose capacity.
Yes. Evans Legacy Planning helps families understand wills, trusts, lasting powers of attorney and wider legacy planning options, depending on their circumstances and goals.
No. Evans Legacy Planning supports families across Cardiff, South Wales and wider areas across England and Wales. Many appointments can be handled remotely where suitable.
The best way is to review your current position. If you own property, have business interests, have children or grandchildren to protect, are in a blended family, or are worried about inheritance tax, care fees or family disputes, it may be worth looking at more detailed planning.
Evans Legacy Planning is based in Cardiff and supports families across South Wales, England and Wales with advanced family legacy planning, wills, trusts and LPAs.
If you have property, business interests, a larger estate or family wealth you want to protect, Evans Legacy Planning can help you understand what level of planning may be suitable.
Book a complimentary Family Legacy Review and we will help you look at your current position, your family circumstances and the protection you may need.
Our Advanced Family Legacy Planning service gives families a clear place to start.
Enter your details below and one of our team will contact you to arrange your complimentary Family Legacy Review.
We will help you understand whether your current wills, trusts, LPAs or estate planning provide the right level of protection for your property, family wealth and future wishes.
Note: Your details will only be used to arrange your review and will never be shared.
