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Achieve Your Wealth Management
& Succession Planning Goals

A specialist trust and private client law firm with proven professional expertise and experience.

 

In today's complex world, you need specialist advice from professionals with the right credentials.

TGT Legal (previously Taylor Grant Tesiram) is a boutique law firm specialising in trusts, personal asset planning, succession, trustee services, estate administration and superannuation.

Our goal is to deliver the highest quality advice by applying the proven professional expertise and experience of the firm's partners, lawyers and legal executives in the dynamic environment of a modern boutique law practice.

OUR EXPERTISE

 

TGT Legal provides specialist legal services to assist private clients to achieve their wealth management and succession planning goals and to advise on trust structures used by charities and superannuation schemes. Our areas of practice include:

Trust Advice

We provide advice on all aspects of trust work including opinions on legal issues relating to trusts, the administration of trusts, resettlement of trusts, variations of trusts, the interpretation of trust deeds, the duties of trustees, the rights of beneficiaries and the implications of the use of trusts in corporate, family or succession structures.

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Personal asset and tax planning

We advise on estate planning and asset ownership structures, attend to the formation of trusts, preparation of wills, memoranda of wishes and all ancillary documentation required for the establishment of a personal asset plan.

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Matrimonial and relationship property advice

We provide advice in relation to and prepare pre-nuptial agreements and other "contracting out" agreements under the Property (Relationships) Act 1976. We provide advice on the effect and implications of the Property (Relationships) Act on trust structures, wills and estates. 

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International tax planning

We provide advice in relation to the use of New Zealand trusts by non-domiciliaries and non-resident individuals. We will accept appointment as trustees, through corporate structures, of foreign trusts; and advise on the tax planning opportunities on immigration into and emigration out of New Zealand.

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Business succession planning

We provide advice on appropriate structures to be implemented to ensure continuity of a business upon the death of a key individual, including buy-sell agreements and "key man" insurance.

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Investment structuring

We advise on the best structures for investment holdings, taking into account tax and other relevant issues. We also have experience and expertise in drafting and reviewing custodial agreements and investment management agreements.

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Restructuring of Trusts

We can carry out the resettlement of trust assets and act on the variation of trust instruments including those requiring court sanction.

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Independent trustee services

We act as trustees for many of our clients' trusts and provide trust administration services.

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Charities

We provide advice on and act in relation to, the establishment of charitable trusts including obtaining confirmation of charitable status from tax authorities and incorporating trust boards under the Charitable Trusts Act.

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Wills

We advise on how wills should be structured and have extensive experience in drafting wills and other testamentary documents. We also provide advice on the interpretation of wills and beneficiary entitlements.

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Probate work and estate administration

We handle all aspects of estate administration, including obtaining probate and collecting, administering and distributing estate assets. We also attend to the re-sealing of foreign grants of probate in New Zealand and can obtain the re-sealing of New Zealand grants of probate overseas.

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Trust, relationship property and estate litigation and disputes

We act in litigation involving claims against trustees and executors at common law and under the Trustee Act 1956, Family Protection Act 1952, Law Reform (Testamentary Promises) Act 1949 and Wills Act 2007.  We also act in relationship property disputes under the Property (Relationsips) Act 1976 following death or a defacto or marriage breakdown, where trusts are involved.

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Protection of Personal and Property Rights Act 1988

We act in Family Court litigation in relation to the care and protection of incapacitated persons under the Protection of Personal and Property Rights Act 1988, including applications for review if decisions of attorneys, property managers and welfare guardians, and applications for appointment of property managers and welfare guardians.

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Gifting

We manage an extensive gifting programme and have dedicated personnel and systems to implement clients' gifting requirements.

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Powers of attorney and "living wills"

We advise on and prepare powers of attorney and provide opinions on the legal issues surrounding their grant, operation and revocation. We also advise on and prepare "living wills" or advance directives, containing instructions as to future medical treatment.

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Litigation support : trust and estate claims

We can assist counsel with the running of trust and estate litigation, including discovery, assistance with interlocutories, research and provision of junior counsel.

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Superannuation

We have extensive experience in providing advice and assistance to superannuation trustees and corporate sponsors of employee superannuation schemes.

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MEET OUR PEOPLE

NEWS & PUBLICATIONS

Using New Zealand based foreign trusts

Richard Taylor's article "Using New Zealand based foreign trusts" considers non-resident trust use in New Zealand and in particular, the specific issues that international trust and asset planning lawyers should be aware of when a client is looking for global solutions to asset planning and trust issues.

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Israel Vaealiki will be speaking at the NZLS Farm Succession Planning Intensive in August

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Juliet Moses and Sally Morris are two of the speakers at CCH Learning’s Agri Industry Summit 2015
on 23 and 24 July.


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The third edition of Private Client Tax has recently been released.


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Contact us
09 920 8660
The Old South British Building
Level 7
3-13 Shortland Street
Auckland 1140
New Zealand