Helping you to fund your family's future

Protecting your family’s lifestyle and providing them with security once you’re no longer here is one of the greatest gifts you can leave them. We know that ensuring your wealth is passed tax-efficiently in accordance with your wishes through trusts, wills, power of attorney is important to you, that’s why we help you do this in a personable manner.

We understand you’ve worked hard to accumulate and grow your wealth, it’s only natural to want to protect it even when you’re no longer around. You want to ensure that assets are allocated as per your wishes and stay within your family for generations and generations, if that is what you desire. Without proper legacy planning, you will have no control over who receives your assets and this could lead to discrepancies and unnecessary costs surrounding the inheritance of your estate

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Estate PlanningEstate Planning

our client stories

Helping people live life to the fullest.

No one can demonstrate our successes more than our clients. Working with a wide variety of clients, here are some of the families and people we have helped get closer to their ‘desired lifestyle’.

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other financial planning services we offer

Sourcing the perfect product for you

Tell us about your dream lifestyle

To start your journey with Expert IFP, all you need to do is reach out to us and we will assess how we may be able to help. We ask that you complete the simple form below noting what specifically you are looking for help/guidance on and what your main objectives are. We’ll take it from there.

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