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Estate Planning and Insurance

by Steve Munro - Guest Contributor 16 Aug 24

When we think about life insurance, our minds often go straight to a one-off lump sum payout designed to pay off the mortgage, ensuring that your family won’t be left without a roof over their heads if you or your partner were to pass away...

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Alert: Special Report on Gift Duty

by Matthew Gilligan 28 Sep 11

Many of you will be aware that the Government have changed the rules on gift duty, repealing gift duty legislation from 1 October 2011.  The effect of this is that IRD will no longer have an interest in gifts made after this date, as the..

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Difference Between Wills and Memorandum of Wishes

by The Professional Trustee Team 21 Mar 13

Today I discuss a very common topic that many New Zealanders get mixed up about. What is the difference between Wills and Memorandum of Wishes. Watch my video blog to find out. .

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Divorce Part 2

by The Professional Trustee Team 24 Jan 13

Welcome to Just a minute with Janet. This is part 2 of a three-part series where I discuss, dare I say it "Divorce". If you are going through a divorce or think you might be this three part series is a must watch. I hope..

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Family Trusts 101 Book

by The Professional Trustee Team 30 Jun 10

I'M TELLING ALL! After plenty of anxious moments and sleepless nights, I've done it. Yes, I have written a book. "Family Trusts 101" has finally been born. Trusts are never easy creatures to understand but I think this book should help all New Zealanders comprehend the..

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Gremlins Playing With Your Trust Deed

by The Professional Trustee Team 24 Jun 10

As you can imagine, we see lots of different types of trust deeds here at GRA. Despite there being a variety of deeds around, there are some common provisions we like in all our clients' deeds of trust. One of these provisions relates to decision..

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Inheritances Lost Unnecessarily

by The Professional Trustee Team 08 Dec 15

Every parent wants their children to have an equally good if not better life than what they've lived. To achieve that objective, parents tend to work hard to build up assets so they have something to leave their children when they die. This is done with..

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Interest Rates: Latest Update & Commentary

by The Professional Trustee Team 03 Aug 10

As the Trustee Services partner at Gilligan Rowe & Associates, I'm often asked by trustees what we think is going to happen in the economy, the property market and with interest rates. We answer questions like this all the time, as helping people make and..

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Necessity of Wills and Memorandom of Wishes

by The Professional Trustee Team 21 Jun 12

Now there's always at least 3 sides to a story but if the article in the New Zealand Herald is anything to go by, it would appear a family home and its contents were sold without potential beneficiaries being told.  The facts as reported are..

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Gilligan Rowe and Associates is a chartered accounting firm specialising in property, asset planning, legal structures, taxation and compliance.

We help new, small and medium property investors become long-term successful investors through our education programmes and property portfolio planning advice. With our deep knowledge and experience, we have assisted hundreds of clients build wealth through property investment.

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