Estate Planning

Effective estate planning requires specialist advice. We work with appropriately qualified and experienced solicitors who will draft all documentation to help your assets pass smoothly to the right people, in a tax-effective way.

 It's surprising that many otherwise organised people don't have an up-to-date Will. But, estate planning can be complex, particularly if you own a business or have dependent children.

If you want to make sure your family and business continue to prosper when you are not around, talk to your financial adviser about your will and planning your estate today.

IFS are happy to provide an obligation free meeting regarding your Estate Planning at the Gold Coast, Brisbane or Melbourne offices. Please contact us by completing the form below or calling our Gold Coast head office.

Book a free meeting

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