Evans Legacy Planning

Evans Legacy Planning: estate planning in England and Wales

Evans Legacy Planning is a Cardiff-based firm providing estate planning and probate services to families and individuals across England and Wales. Its approach combines Will writing with other legal instruments such as Lasting Powers of Attorney, Trust planning and asset protection, with the aim of ensuring the different elements of a family's estate work together.

Estate planning services

The firm structures its offering around eight main areas:

• Will Writing: to make wishes clear and protect the family.
• Lasting Powers of Attorney: for lifetime decision-making.
• Trust Planning: structured family and asset planning.
• Asset Protection Trusts: property and inheritance planning.
• Mirror Wills: coordinated planning for couples.
• Gift Trusts: for estate transfers.
• IPDI Trusts: a specific type of Trust.
• Advanced Legacy Planning: for property, business and families with complex situations.

A person-centred approach

The firm maintains that estate planning should not be limited to a single document. Its method begins by understanding what the client owns, who depends on them and what they want to happen if circumstances change. From there, it determines whether a Will is sufficient or whether it is appropriate to explore Lasting Powers of Attorney, Trusts, property and inheritance planning. Evans Legacy Planning insists that not all families need the same documents or the same level of complexity, and that planning should be proportionate and understandable.

Client profiles

The company identifies several groups it serves: parents and families who want to protect their children and plan for future generations; homeowners and property owners; business owners who need to consider their business interests alongside family planning; blended families who must balance diverse needs; grandparents and parents who wish to plan ahead for inheritance; and complex estates with multiple assets and beneficiaries.

Advanced planning for complex situations

Where there are properties or rental portfolios, business interests, blended families, vulnerable beneficiaries or significant assets, a basic Will may not be sufficient. Evans Legacy Planning's advanced estate planning integrates the Will, Lasting Powers of Attorney, Trusts, property agreements and inheritance planning to address these situations. The firm clarifies that this is not about adding unnecessary complexity, but about identifying real gaps and explaining the appropriate options.

Estate review process

The usual starting point is a Family Legacy Review, which the company offers on a complimentary basis. The process consists of five steps: an initial conversation to get to know the family, assets and priorities; identifying gaps in what is already in place; clearly explaining the options; deciding whether to proceed and how; and periodic reviews when life circumstances change.

Local presence in Cardiff

Although it operates across England and Wales, Evans Legacy Planning is developing a detailed local information network, with Cardiff as the first complete hub. The company has created specific pages for services in Cardiff, including Will writing, Lasting Powers of Attorney, Trust planning, property owners, inheritance planning, blended families and advanced estate planning. This approach aims to offer a clearer route to information based on each client's service needs and circumstances.

Transparency and client reviews

The firm links directly to its published reviews on Trustpilot so that visitors can consult current client opinion rather than relying on an outdated score or testimonial. At the time of analysis, the website showed a rating of 4.4 out of 5 on Trustpilot. Evans Legacy Planning also mentions that flexible payment or financing options may be available for certain estate planning services, subject to availability, eligibility and conditions.

Location and contact

Phone: 0800 112 5513 · Email: info@evanslegacyplanning.co.uk · Hours: Monday to Friday: 9:00–17:00