Succession and Trusts

We offer individual clients and their families protection and certainty with the matters that are closest to heart.

Be it succession planning, family trusts, residential property or estate planning – Paul and his team of highly competent specialists are here to provide advice and peace of mind. 

Trusts have become an important feature of life for many Kiwis as they’re a useful tool for protecting family assets against the unpredictability of life.

To ensure our clients understand and comply with the law we provide advice about:

  • The advantages and disadvantages of setting up a trust

  • Administration of your trust

  • Transferring assets into or out of a trust

  • Changing the trustees of a trust

  • Amending a trust

  • Winding up a trust

If you’d like Paul or one of his team to call you about succession planning and trusts.

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