Richard Taylor

Partner
LLB University of Auckland
BCom University of Auckland
ACIS

Direct Phone: + 64 9 920 8666
Mobile: + 64 21 777 366
Email:  richard.taylor@tgtlegal.com

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BACKGROUND
  • Member: Society of Estate and Trust Practitioners
  • Provisional CA Membership: Institute of Chartered Accountants of New Zealand
  • Member: Chartered Secretaries New Zealand
  • Member: ICANZ Trust Special Interest Group

AREAS OF SPECIALISATION
  • Trust law
  • Personal asset and tax planning
  • Relationship property issues
  • Succession
  • Estates
  • Charitable trusts
Richard Taylor
RELEVANT EXPERIENCE
Areas of practice include:
  • Advising and opining on legal issues relating to trusts, the administration of trusts, resettlement and variation of trusts, estate planning, estates and wills.
  • Establishing private family trusts, charitable trusts, incorporated societies and other organisations.
  • Advising on the legal aspects of the investment of trust funds and generally on trustees' prudential duties.
  • Preparing and advising on relationship property agreements and issues.
  • Advising on matrimonial and relationship property disputes.
  • Advising on planning opportunities upon immigration into New Zealand and emigration from New Zealand.
  • Advising on the use of New Zealand trusts in international tax planning.
  • Establishing trustee operations in New Zealand in the context of international tax planning.
  • Advising and guiding families on succession issues and developing strategies to address such issues.
  • Advising and assisting trustees and beneficiaries in relation to the variation of trust instruments including applications to the Court.
  • Advising and assisting investment advisors and investment brokers in relation to their legal obligations.
  • Advising and assisting clients (including Trustee Companies) on a broad range of issues involving the interpretation of trust deeds, duties of trustees and the management and administration of trusts.
  • Advising on family protection and testamentary promises claims.

PUBLICATIONS
  • Co-author of New Zealand chapter in International Succession Laws, Bloomsbury Professional.
Contact us
+64 9 920 8660
South British Insurance Company Limited Building
Level 7
3-13 Shortland Street
Auckland 1140
New Zealand