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Davies Evans & Law Ltd are estate planning specialists, who protect clients’ assets from 3rd parties, by the use of appropriate packages of Wills, Trusts and other legal instruments.

 

So what is it that we are protecting clients’ assets from? Well, as you know, each client is different. Some will be concerned about losing their family home and other assets to Long term Care costs. Whilst others may wish to ensure that an inheritance passed to their children does not then get lost to a future divorce, nor to a further slice of IHT – on the same money - when it eventually passes to the grandchildren.

 

There are many other examples why clients have called upon our services, and I would be happy to discuss these with you.

 

Since 1975 I have been working closely with professional advisers, so I believe I have some understanding of your requirements. I also believe my services can add to the benefits you are already giving to your clients, by providing solutions to problems they might believe are insoluble. In addition, here are some other potential benefits to your own business

 

• Increased turnover through introducer fees

• Client retention, by naming you as the continuing adviser to the trusts

• Referral business

• Ancillary business (e.g. IHT planning, Shareholder Protection etc.)

 

Please feel free to contact me today, so that we can discuss my proposition, and I can show you how you and your clients could begin to benefit, in the way other professional advisers and their clients are already benefitting.

Completing The Circle – Offering A Joined-Up Service

 

The Estate Protection Plan
• Long Term Care protection for the family home
• Client’s estate will go to the children – even if spouse remarries
• Bloodline Protection
– the children’s inheritance is protected from divorce and bankruptcy
• Next Generation Inheritance Tax
– the government can’t grab a slice of the same money over again
• You are nominated to continue giving advice
– even after the client’s death

 

Pension Death Benefit Trusts
• Death benefit/fund usually pass to spouse

 

No IHT at that time, BUT

 

• Now in spouse’s ownership – remarriage/death/divorce!
• Now in spouse’s ownership – long term care
• Now in spouse’s estate – IHT
• Spouse passes to children – no Bloodline Protection

 

AND avoids future Periodic Charges, by correct construction.

 

Professional Trustees
A trust holding assets is passed on to the next generation. Will they know how to get the best use of it, or will they just wind it up?

 

• Handholding and guidance
• Avoids dangerous errors
• Trust used to its full potential
• “Batting” on your clients’ side against LTC authorities
• You continue to advise your client, and are kept informed

 

Other Services
• Probate Trusts for bonds
– additional LTC protection
• Life Assurance Trusts
– make the most of the trust with Professional Trustees
• Mortgage Protection Trusts
• Business Protection
– a step beyond Cross Option
• Probate
– lower costs, better service, keeping the adviser in the loop