Category Archives: Trusts & Estate Planning

Timeless lessons from decades in finance
One of the major fund managers appearing within our client investment portfolios is Dimensional, and for very good reasons!  Dimensional
Living with uncertainty
In this webcast, Jim Parker, Vice President communications at Dimensional, provides a fresh perspective on news and markets, as well
The bumpy road to the market’s long-term average
Since 1980, the Australian stock market has rewarded investors with an average return of about 13%.   Annual returns came
Trust Act – are you ready for 31st January 2021?

Trust Act changes – whilst we have been aware of modifications and additional obligations that come into force from the

Trust Act 2019 – In or Out?

It really is decision time for professional trust service providers and many will already be ‘in the thick’ of supporting

When It’s Time For A Tune-up

My dad was a mechanic – a pretty good one from all accounts.  That’s him in the photo.  He’s always

The Chinese Coronavirus and its impact on Global Share Markets

In recent weeks, concerns have grown about the potential effect of a spreading coronavirus on the global economy and on

Living In Fear Of A Market Downturn?

Maybe we will have a recession, maybe we won’t—but be wary of predictions on how markets will behave. It’s a

BOMAD

Our world in 2019 is full of acronyms.  For a long while we have had SKI (Spending the Kids Inheritance)

Does your NZ family trust have UK tax obligations?

Does your NZ family trust have UK tax obligations? If your family trust has a ‘UK tax connection’ the trust

So why do I need Enduring Powers of Attorney?

Many New Zealanders don’t have a Will in place, and of those that do, we find fewer have established Enduring

Have you left a bequest when you die?

Whilst we would like to ensure our families are looked after when we pass on, we want to help spark

Investors Beware!

How many times do investors think that they or their advisers know which funds or stocks to pick and when

Family Trust
Is the Kiwi love affair with Trusts over?

We regularly get asked “Is it worth me having a Trust anymore?” As you would expect from a Lawyer, the