Asset Planning

March 8, 2018
families

A tale of two families: apologies to Charles Dickens

Jack London married Elizabeth. They had a happy marriage, which produced three children. Their eldest child Richard became a highly successful health professional. Their second son Henry […]
March 7, 2018
Residential care

How will your asset planning be affected by the residential care subsidy?

The Residential Care Subsidy (“Subsidy”) is becoming increasingly topical as New Zealand’s 65+ population is projected to increase from 15% in 2016 to over 25% by […]
November 29, 2017

Housing options for our older clients

As we all age we need to carefully consider what housing options will suit us best in our twilight years. The growth of retirement villages has […]
October 20, 2016
Tax & Bright Line Test

Trust Management Service

The Government plans on codifying trust law into a new Trust Act. This Act will impose wider duties and obligations on all trustees. Proper record keeping […]