Private Client and Trusts
Structuring your assets for the protection of you and your loved ones is important. You have worked hard to grow your assets and wealth, how this is structured should be given some important consideration to ensure this best benefits you and your objectives.
We have an expert team that can assist with a full range of trust and estate planning work. including:
- Wills – drafting and advice;
- Trusts – advice on establishment, review, variations;
- Gifting – advice post the abolishment of gift duty;
- Asset planning and protection;
- Succession planning;
- Residential care;
- Retirement Villages – advice on occupational rights agreements;
- Estate administration – including grants of probate and letters of administration for Wills;
- General and Enduring powers of attorney;
We have a wealth of knowledge and experience to share. Our team can provide a tailored approach to advise our clients on the above matters and help them feel at ease during what can sometimes be a difficult discussion. Our team combine asset-structuring expertise with a personalised service and where necessary, we work closely with tax experts to ensure that trust structures are tax-efficient and sound decisions are made for our clients’ future.
Distance is no barrier to our services and our clients are from throughout New Zealand and around the world. We regularly advise international clients on the implications of investing in or having a presence in New Zealand.
In light of the pending trust law changes (with the Trust Act 2019 coming into force in January 2021) our team has dedicated a great deal of time in upskilling on the raft of changes which will be made to the existing legislation. This Act is the first significant reform to trust law in New Zealand for over 70 years and we are well placed to help ensure that any trust meets the new requirements of the Act.
Our team takes pride in our role as trusted advisors and looks to build long-term personal relationships with our clients. We endeavour to make the process as simple as possible and ensure that our clients can rest easy knowing that their loved ones and assets are protected.
Our Private Client and Trust Lawyers
Find out about the members of our Private Client and Trusts team