Is it time to change your trustees?  Are your charitable donations reaching the right people? Why Trusts need to have IRD numbers and more below.

If you would like to talk about any of these topics, or any other legal issue, please Contact Us.

Should you change your trustees?

Always good to review

If you set up your trust some years ago, it may be time to consider whether the trustees you appointed are still right for the role. Does a trustee wish to retire? Should you consider changing the trustees of your trust? ... Continue reading

Worthy causes

Will your charitable donations reach the right people?

Many people consider leaving money to charity by their Will. This can be their whole estate, or just a specific amount or part of an estate. Many family trust deeds include, in the list of potential beneficiaries, either specific charities or charities generally. Many of us also are in the habit of making donations to charities each year. There are also websites where particular causes or people in need are highlighted... Continue reading

Trusts Update

• A trust will need to have an IRD number to buy and sell residential property from 1 October 2015...Continue reading
• Companies acting as corporate trustees: 28 October is a criticial date...Continue reading
• Complying trusts...Continue reading