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One of the most popular subjects we talk and write about has to be money.  How to make it is definitely a topic that would come up at most social gatherings. I guess this is appropriate seeing money is the currency we all use to live..

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..

On Monday Revenue Minister Peter Dunn confirmed that the government intends to abolish gift duty. Earlier this year the Minister had signalled that a review was being undertaken as to whether or not the gift duty regime should be repealed or amended.  Subsequently that review has..

As a structuring adviser to investors and business people, one very common mistake with many  business and property structures is a spouse being offered as a guarantor to the banks, landlords or creditors of a business. Their personal guarantee is often not required to get a deal done,..

The utilisation of trusts for asset protection, estate planning and tax planning purposes has exploded over the last 20 years. I suspect many readers are currently trustees of trusts. I equally suspect that very few readers have read the Trustee Act 1956, which was essentially..

One of our clients recently asked me if they should be renting or striving to buy a home. They weren't too sure if buying a house was such a smart way of increasing their wealth given the recent state of the property market and the way..

In case you missed it over the weekend, the NZ Herald article on a woman being awarded a share of her husband's 'inherited property' that pre-existed the relationship rewrote some relationship property rules. What Happened?The Supreme Court held that a woman who helped maintain an..

When it comes to giving, they say it's the thought that counts. Unfortunately, not many people apply this truism when it comes to gifting to the family trust.  I expect lots of New Zealanders will, in the next little while, rush in where angels fear..

Be careful and watch out - there are two new email phishing scams that have been reported by the IRD. Do not reply to them. See below for more details. First Scam Email "We are pleased to inform you that upon review of your fiscal..