Private Client and Trust Services

Our specialist Private Client and Trust Services Teams have expertise in these areas:

• Family Trusts
  We specialise in family trusts. The best vehicle for providing our clients with maximum asset protection and flexible estate planning, we add more value by advising on tax efficient ways to restructure debt. We offer the complete service, including variable facility loan agreements from trusts to companies, charges protecting those loans and the ongoing annual gifting programme.
  
  Our trust deed is modern and flexible, providing for the addition and removal of trustees and beneficiaries as our clients' requirements change with time. If needed, due to client circumstance, an independent trustee structure is also available.
  
  Our specialists in this area are Jeremy Goodwin, Janet Jarman and Maureen Burton.
  
  
• Blind Trusts
  For clients wanting anonymity, we can offer a professional trustee service which can hold assets in trust without requiring those clients to also hold assets as a fellow trustee.
  
  Our specialist in this area is Jeremy Goodwin.
  
  
• NZ based trusts for overseas investors
  Overseas investors wishing to invest in New Zealand often find the New Zealand tax regime offers more advantages than their own country of domicile, particularly when investing in property. We are able to assist those investors in "quarantining off" investment in New Zealand property from overseas tax regimes so that income and capital gain from those investments is taxable under the New Zealand tax regime only while funds invested remain in New Zealand.
  
  Our specialist in this area is Jeremy Goodwin.
  
  
• Estate Planning and Relationship Property Agreements
  Our modern and flexible trust deed affords great opportunity for effective estate planning. The skilful use of family trusts and relationship property agreements will ensure that our clients' wishes are fulfilled. The ultimate goal is for family money to remain family money from one generation to the next.
  
  Our specialist in this area is Jeremy Goodwin.
  
  
• Gifting programmes
  The actual transfer of wealth into the trusts is effected by way of an annual gifting programme. It is also common for the annual gifting programme to fall behind in time. We place emphasis on this aspect and use computerised systems to ensure our clients' gifting programmes are kept up to date.
  
  Our specialists in this area are Janet Jarman and Maureen Burton.
  
  
• Wills
  Maintaining an up to date will is another part of a complete package for asset protection. With many years of experience in will drafting and advising on inter-generational issues we assist clients to achieve their family objectives.
  
  Our specialists in this area are Jeremy Goodwin, Janet Jarman and Maureen Burton.
  
  
• Enduring Powers of Attorney
  The enduring power of attorney is now an integral part of good asset protection planning. It enables continuity of financial management and if you lose mental capacity they also cover every day life decisions.
  
  Our specialists in this area are Jeremy Goodwin, Janet Jarman and Maureen Burton.
  
  
• Estate administration
  We also offer estate administration, obtaining of probate or letters of administration to final distribution of estate assets.
  
  Our specialists in this area are Jeremy Goodwin, Janet Jarman and Maureen Burton.
  
  

Please contact any of our specialists if you want to discuss your own needs in these areas.

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