Calling all Kiwisavers
KiwiSaver is a first important step to creating your wealth. The second important step is to protect that wealth. Very ... Read More
Wills Estate Administration
The same questions keep coming up in our trust reviews…
Let us answer these very briefly. What does the new trusts legislation require? In simple terms, the new Trusts Act ... Read More
What is a Trust Review?
With much written and discussed on the Trusts Act 2019 the spotlight on family trusts is an excellent opportunity to ... Read More
When a trustee of a trust loses mental capacity
A person losing their mental capacity can look like many different things. Essentially it means that they are no longer ... Read More
Does your trust need a tune-up?
Just as a motor vehicle should be subject to regular tune-ups, so too a trust should be subject to review ... Read More
What is Customer Due Diligence
Why do need to ask for information? New Zealand has passed a law called the Anti-Money Laundering and Countering Financing ... Read More
What to expect when finalising an estate
When a loved one passes away grief is experienced differently by each family, and members within each family, and administering ... Read More
Consider Your Enduring Power of Attorney
There is no better time to make an EPA than now. The Covid-19 pandemic has made a lot of people ... Read More
Signing Formal Documents Remotely
How do people sign formal documents from Lockdown? Years ago there was a tolerance of informality that does not exist ... Read More
