Service for all family trusts and estate planning matters

A personal approach to your estate planning and family trust management from a Chartered Accountant you can trust, and can speak to you in your native language, whether it be Cantonese, English or Mandarin.

Formation of your trust

Just like with our accounting and taxation services, we meet with you and discuss the requirements for your discretionary trust before moving on to forming the trust with a solution that suits your needs.

This way you get the peace of mind that you have a solution that meets your needs and that all estate planning laws are met.

Assistance with gift statements

A gift statement is a legal requirement to ensure credible asset protection by way of forgiving your assets to the family trust. This includes the preparation of the Deed of Acknowledgement of Debts, Deed of Reduction of Debts and Gift Statements.

As a Chartered Accountant, you get the assurance that all assets are protected reliably and thoroughly.

All other trust and estate management

You get all the services for your trusts and estates in the same place – from the initial formation to all annual management matters. Our services include:

• Updating all transactions
• Preparing Minutes of meetings
• Recording all happenings in the trust
• Recording how much debts forgiven
• Reporting all matters concerning the trust
• Meeting all requirements of the Trustee Act 1956

Talk to us today, and let us assist you, call +64 9 522 2288 or email enquiry@charteredaccountant.co.nz.