New Zealand

Managing substantial business investments, family investment trusts, large family estates and varied investment portfolios requires a high level of attention. The necessary tax compliance brings an additional layer of intricacy. Complex affairs require expertise and specialisation beyond basic accounting or taxation advice.

We understand that your need for financial advice and structuring and compliance are interdependent and the areas that often require the most careful consideration is where they intersect. That’s why we’ve created a solution that supports your financial advice. One should not exist without the other.

We offer expert specialist advice across the areas of tax, estate planning and asset protection. Our structuring and compliance services provide a solid base to support the financial advice you receive from your advisors.

We work in partnership with private banks and wealth management advisors to provide their clients with a streamlined, holistic service.

Our specialists bring the same level of professionalism to our private clients as our business clients with the added experience, specialisation and personalised service required to deal with the unique challenges you face.

Our Approach

Our approach is designed to enable clients to access as many or few modules as they require, providing a cost-effective and scalable solution.

The core modules are summarised in the following table. Each module includes a systematic process to record and understand your needs then develop, implement and monitor strategies to deliver your desired outcome.

TAX RATE OPTIMISER
Module 1

EFFECTIVE ESTATE PLANNING
Module 2

Streamline your arrangements and reduced your overall tax rate.

Our tax rate optimiser pays particular attention to:

  • Use of beneficiaries’ effective tax rates
  • Existing business & structural entities
  • Existing legal & financial planning arrangements

Ensure your wishes are met, and achieve a tax effective transfer of assets.

We work with your legal advisors to provide solutions in the following areas:

  • Pre or post death estate planning
  • Effective use of losses
  • Providing for non-resident beneficiaries
  • Charitable donations
  • Use of testamentary trusts
  • Selecting Executors

ASSET PROTECTION STRATEGIES
Module 3

EFFECTIVE SUCCESSION PLANNING
Module 4

Protect the assets you’ve been working a lifetime for.

Our systematic approach involves:

  • Risk management assessments
  • Review of ownership and control of assets to minimise risk
  • Structuring and restructuring to contain/reduce risk
  • Demerging passive assets from business assets
  • Use of testamentary trusts in estate plans

Develop a tax effective succession plan to secure your business exit.

We can provide a comprehensive review of your current structure and develop strategies with particular regard to:

  • Maximising business value
  • A range of optimise exit options tailored to your needs
  • Flexible and effective employee remuneration models
  • Business continuity planning

 

Private Client Services Specialists

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