Trusts and succession planning

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.
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. We will consider the taxation implications of our client's current situation and advise on re-structuring options and the implications of those options.
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.
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.
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.
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.
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.
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.
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.
Contact us
+64 9 920 8660
South British Insurance Company Limited Building
Level 7
3-13 Shortland Street
Auckland 1140
New Zealand