wills

Anthony Grant reminds trustees that all serious decisions should be the subject of collaborative discussion in which all trustees take part

Anthony Grant reminds trustees that all serious decisions should be the subject of collaborative discussion in which all trustees take part

Anthony Grant explores the issues around the ignorance of many trustees of their duties, especially their duty to act impartially, and the need for trust deeds to have provisions enabling trustees who develop dementia to be removed and replaced

Anthony Grant explores the issues around the ignorance of many trustees of their duties, especially their duty to act impartially, and the need for trust deeds to have provisions enabling trustees who develop dementia to be removed and replaced

Anthony Grant reveals pitfalls for passive solicitor trustees, when clients drop the ball on their tax obligations

Anthony Grant reveals pitfalls for passive solicitor trustees, when clients drop the ball on their tax obligations

Anthony Grant sees an undeclared drive by the Government to tax people associated with trusts in ways they have never been taxed before behind a truncated consulting process about trusts

Anthony Grant sees an undeclared drive by the Government to tax people associated with trusts in ways they have never been taxed before behind a truncated consulting process about trusts

Anthony Grant says the Courts support the use of corporate trustees where a family member/beneficiary is its sole director giving them complete access to the trust’s assets

Anthony Grant says the Courts support the use of corporate trustees where a family member/beneficiary is its sole director giving them complete access to the trust’s assets

Anthony Grant says Trustees who lead a beneficiary to believe a trust will make a particular payment but who change their mind and fail to make it, may face a claim

Anthony Grant says Trustees who lead a beneficiary to believe a trust will make a particular payment but who change their mind and fail to make it, may face a claim

Anthony Grant points out that if you are paid to advise on trusts, you must make sure the initial settlor is aware of the meaning and effect of the Trusts Act 2019. The risks of consequences have risen

Anthony Grant points out that if you are paid to advise on trusts, you must make sure the initial settlor is aware of the meaning and effect of the Trusts Act 2019. The risks of consequences have risen

Bill Patterson says the tough new rules for trusts may require professional advisers to completely rethink the advice they give clients about trusts and trustees as taxpayer obligations shift sharply

Bill Patterson says the tough new rules for trusts may require professional advisers to completely rethink the advice they give clients about trusts and trustees as taxpayer obligations shift sharply

Anthony Grant points out that the new Trusts Act and its obligations will shine a new light on the common advice to make and update memoranda of wishes

Anthony Grant points out that the new Trusts Act and its obligations will shine a new light on the common advice to make and update memoranda of wishes

Anthony Grant points out that the law is inherently uncertain when contesting a will because there are no prevailing beliefs within New Zealand society as to the ‘right’ way assets should devolve on death

Anthony Grant points out that the law is inherently uncertain when contesting a will because there are no prevailing beliefs within New Zealand society as to the ‘right’ way assets should devolve on death

Summer KiwiSaver's Martin Hawes has a bright, inexpensive idea on how to use KiwiSaver when you are writing a will, one that can avoid all the costs and complexities of a trust

Summer KiwiSaver's Martin Hawes has a bright, inexpensive idea on how to use KiwiSaver when you are writing a will, one that can avoid all the costs and complexities of a trust

Elizabeth Davies tells her generation to stand on their own feet and not rely on inheritance from their parents

Elizabeth Davies tells her generation to stand on their own feet and not rely on inheritance from their parents

Where there's a will there's a wish; Three paths to financial fruition; Rich Millennials; First rule of investing; Aligning your passion, purpose and business model

Where there's a will there's a wish; Three paths to financial fruition; Rich Millennials; First rule of investing; Aligning your passion, purpose and business model

The Masterplan; Budget breakdown; Separating the wheat from the financial chaff; Cheap healthy eating tips; NZS stand on SRI

The Masterplan; Budget breakdown; Separating the wheat from the financial chaff; Cheap healthy eating tips; NZS stand on SRI

Death, money and wills; Silver separations and financial pain at 50; Three victorious tales of mortgage repayment; Dollars and village idiots; Cubicle slaves & the era of modern work

Death, money and wills; Silver separations and financial pain at 50; Three victorious tales of mortgage repayment; Dollars and village idiots; Cubicle slaves & the era of modern work