Estate Planning and Wealth Management

Four considerations for smooth succession planning
Succession planning is a big job – it involves family, business and considerations for the future of each, which, on their own, can be daunting. But lack of communication,...
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Internal or external business succession planning – which path is right for you?
As New Zealand’s business landscape evolves alongside a wave of baby boomers who are...
Trusts: are they still a good vehicle for managing assets?
“Trusts aren’t really useful anymore” is a phrase that has been thrown around often...
New IRD information reporting requirements for trusts
The IRD have clarified new reporting requirements for income generating Trusts from 1 April...