Category Archives: Trusts & Estate Planning

Why work with a REAL Financial Planning adviser? And how do you know who to choose?

Many people think they need to have a large lump sum of money to invest before seeking advice from a

Let’s Talk Legacy: Engaging the Family in Financial Planning for the Next Generation

We hope this message finds you well and in good spirits as we approach the holiday season. As we gather

Investing During Inflationary Times – Does A Term Deposit Really ‘Cut It’
So, what is inflation? Investopedia describes it as “a rise in prices, which can be translated as the decline of
UK Supreme Court Delivers Milestone Judgement On A Bank’s Duty To Follow Customer Instructions

The United Kingdom’s Supreme Court has delivered an important judgement holding that where a customer has unequivocally authorised and instructed

There’s No Time Like The Present – The Importance Of Wills And Enduring Powers Of Attorney

Wills and Enduring Power of Attorney documents are among the most important legal documents, but are often overlooked.  Everyone from

What Does The New Trustee Tax Rate Mean For You? 

As part of the Budget earlier this year, the Government surprised us with an announcement that it would raise the

Scam Watch
It seems there are more sophisticated investment scams that regulators both here and in Australia are aware of.  Australians lost
What Is The Success Rate Of Actively Managed Funds?

As our clients know, we prefer to refer to evidence around how best to invest money, and there are many

The Year That Wasn’t
Jim ParkerVice President - Dimensional As an eventful year in markets nears its close, analysts are being asked about theirexpectations
It Will Never Happen To Me
According to recent articles, 3,400 people or more are injured on Christmas day –  costing over $3million!! New bikes, trampolines
Worried About Stocks? Why Long Term Investing Is Crucial

We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop

The R Word – Resilience

By Romana Bell  Life is not always a sea of calm, but rather, at stages we will find ourselves in rough sea and

The Cost Of Trying To Time The Market

Whilst the stock markets and your portfolios may be volatile, the usual story of just ‘stay in your seats’ and

Give Up On Perfect
When the world feels particularly uncertain, you can feel tempted to over-analyse everything in the hope of building a ‘perfect’
Markets Have Rewarded Discipline

Whilst there is always something happening around the world that feels like its in turmoil, when it comes to investing,

Infrastructure Megatrends: The Clean Energy Transition 
Demand for clean energy is ramping up as a majority of countries target 2050 as the year to achieve net-zero emissions. But
Timeless lessons from decades in finance
One of the major fund managers appearing within our client investment portfolios is Dimensional, and for very good reasons!  Dimensional
Living with uncertainty
In this webcast, Jim Parker, Vice President communications at Dimensional, provides a fresh perspective on news and markets, as well
The bumpy road to the market’s long-term average
Since 1980, the Australian stock market has rewarded investors with an average return of about 13%.   Annual returns came
Trust Act – are you ready for 31st January 2021?

Trust Act changes – whilst we have been aware of modifications and additional obligations that come into force from the

Trust Act 2019 – In or Out?

It really is decision time for professional trust service providers and many will already be ‘in the thick’ of supporting

When It’s Time For A Tune-up

My dad was a mechanic – a pretty good one from all accounts.  That’s him in the photo.  He’s always

The Chinese Coronavirus and its impact on Global Share Markets

In recent weeks, concerns have grown about the potential effect of a spreading coronavirus on the global economy and on

Living In Fear Of A Market Downturn?

Maybe we will have a recession, maybe we won’t—but be wary of predictions on how markets will behave. It’s a

BOMAD

Our world in 2019 is full of acronyms.  For a long while we have had SKI (Spending the Kids Inheritance)

Does your NZ family trust have UK tax obligations?

Does your NZ family trust have UK tax obligations? If your family trust has a ‘UK tax connection’ the trust

So why do I need Enduring Powers of Attorney?

Many New Zealanders don’t have a Will in place, and of those that do, we find fewer have established Enduring

Have you left a bequest when you die?

Whilst we would like to ensure our families are looked after when we pass on, we want to help spark

Investors Beware!

How many times do investors think that they or their advisers know which funds or stocks to pick and when

Family Trust
Is the Kiwi love affair with Trusts over?

We regularly get asked “Is it worth me having a Trust anymore?” As you would expect from a Lawyer, the