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PROTECT YOUR WEALTH

Protecting the things you and your family have worked hard for is important. Trusts are an excellent tool for protecting your assets and ensuring they pass on to the right people. In some situations, they may also help you to manage your tax obligations. However, it’s important to set them up and administer them correctly to ensure you achieve what you set out to.

Our trusts and asset planning team are experts with many years of specialist experience. We can help you set up and administer your trust to best fit your unique situation, or wind up your existing trust if it is no longer fit for purpose.

If you’d like to find out more about whether a trust could be right for you, your family or your business, please give us a call.

A trust is an excellent tool for managing your assets. A trust can

  • protect personal assets from business risk
  • be more tax efficient
  • protect assets from relationship property and Family Protection Act claims
  • ensure a child keeps their inheritance
  • protect assets for future generations
  • provide flexibility for your estate planning needs, and
  • manage assets for blended families.

If you’re thinking about succession planning, what happens to your assets when you pass away, or protecting assets for future generations, it’s a good time to think about whether a trust would help you meet your objectives.

Trusts are not “one and done”. There are certain things that need to be done on a regular basis, or when laws change, to keep your trust current and compliant. Our trust administration team can help you keep on top of those tasks and ensure your trust is doing what it is meant to, in the way it is meant to.

If your trust is no longer fit for purpose, or it has achieved its objective, it may no longer be needed. Our team can help you through the process of winding up the trust and redistributing any assets to the appropriate parties.

OUR TEAM

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Megan Bawden

Director

Office: Whangarei

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Tania Beckham

Director

Office: Whangarei

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Neil McNab

Director

Office: Whangarei

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Rebecca Merry

Managing Director

Office: Whangarei, Dargaville

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Patrick Steuart

Director

Office: Warkworth

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Barbara Beck

Consultant

Office: Whangarei

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Vanessa Crosby

Consultant

Office: Whangarei

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Alice Chapman

Senior Lawyer

Office: Whangarei

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Julia Ingham (Lockwood)

Senior Lawyer

Office: Warkworth

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Heidi Mackey

Senior Lawyer

Office: Whangarei

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Chloe Davenport

Lawyer

Office: Kerikeri

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Natalie Robinson

Lawyer

Office: Whangarei, Dargaville

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