When you have a trust it is important to consider where you are in the world.

As numerous as trusts are in NZ, changes over the past 10-15 years in regards to case law, legislation and government practice (particularly

Being a discretionary beneficiary of a trust – as many older New Zealanders are – can have a lot of upsides. It can also have downsides..

The need for residential care for the elderly is growing.

Maintaining good family relationships can challenging at the best of times – even within the context of an otherwise loving and functional..

The more financially successful you are, the more there is to manage, even when you are no longer here to manage it.

It is easy to put off one of the most important documents that you will make in your lifetime – your Will.

There are two kinds of Enduring Power of Attorney: in respect of Care & Welfare, and in respect of Property.

Executor/Trustee, Restricted Items, Gifts, Residual Beneficiaries - it’s your assets and belongings and your Will – so it’s up to you.

When elderly New Zealanders apply for residential care subsidies, the Ministry of Social Development’s initial letter of response often...

The need for residential care for the elderly is growing. This care has to be paid for, and so many elderly New Zealanders (or more...

A trust is an arrangement whereby a person (the Settlor) transfers legal ownership of assets to others (Trustees) to be held for the..

When people remarry, it is generally a happy occasion for their extended families. Occasionally, however, it creates opposing groups...

KiwiSaver is a first important step to creating your wealth. The second important step is to protect that wealth...

A person losing their mental capacity can look like many different things. Essentially it means that they are no longer competent to...

Let us answer these very briefly. What does the new trusts legislation require? In simple terms, the new Trusts Act requires trustees to...

With much written and discussed on the Trusts Act 2019 the spotlight on family trusts is an excellent opportunity to take look at your...

Just as a motor vehicle should be subject to regular tune-ups, so too a trust should be subject to review from time to time. This means...

The Trusts Act 2019 came into force on 30 January 2021. These legal changes mean that the reasons for retaining a trust may now be...

The Trusts Act 2019 came into force on 30 January 2021. If you are a trustee you already know that you have few rights and that trust law...

For some trustees the new disclosure obligations from 30 January 2021 will not be a surprise. Others may need to consider if they are...

Susan* called to see us with bank loan and mortgage papers. She had agreed to be a trustee for Bob*, her brother’s trust. She presented...

Many people who settled trusts over the last 20 years now question why their trust should be sustained, in the light of greater...