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Estate planning and Legal services

Estate planning, asset protection and tax planning are crucial for the creation, protection and transfer of wealth.

We are able to work with you and your accountant to ensure:

  • you have the appropriate structure in place to optimise tax effectiveness for your investments or business
  • the wealth you build is protected from attack from third parties during your lifetime
  • you maximise the after-sale proceeds of a sale of business
  • assets pass to your nominated beneficiaries in the most tax effective manner, and
  • the inheritances of your beneficiaries are protected from crisis events such as a relationship breakdown.

We can either work with your existing financial adviser, accountant or legal adviser to implement a comprehensive estate plan or private wealth legal strategy, or, introduce you to one of the many specialist law firms within our networks. 

For more information about our service, contact 1300 853 403 or speak to your Evans and Partners adviser.