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Setting up a TRUST is a legal way of protecting your assets for the future.

The protections that a trust can provide are:

  • Passive Assets – Protecting your personal and passive assets from personal risk that you may face such as personal guarantees, business risk, or relationship property issues
  • Dividing Risk – Ensuring your different assets are owned within entities which allow them to stand alone as much as possible, so that the risks associated with each asset do not adversely impact on all the assets held
  • Estate Planning – Structure your assets so that once you are deceased, those assets are safe-guarded for your immediate family, and protected from any personal risk or potential relationship property issues they may face
  • Financial Support – Providing for your family financially on an ongoing basis if anything is to happen to you
  • Means-Testing – Minimising the potential impact of means-testing and wealth/inheritance taxes, and providing for rest-home subsidies, that could impact on your livelihood and your asset base in future years

We can help you with

 

If you are looking to protect your family home from business risk, personal guarantees or estate challenges, the information here will help you understand the process. click here

Build your business within a structure that is right from the start.  Information on trusts for business can be found here. Read more

Prudentia Law will provide you an in-depth service to ensuring your estate planning is completely thought through. click here

Family Trusts

The team at Prudentia Law is highly experienced at determining the best Trust structure to suit your personal circumstances.

Family Trusts

We promise to provide you a robust and complete Family Trust structure to take account of your specific needs. For more information click here

 

Business Trusts

People structuring their businesses through trusts need to make careful decisions around a number of different areas. We can help.

Business Trusts

A trust for your business should take consideration of a number of factors to protect you as best possible.  Find out more information click here

 

Trading Trusts

Trading Trusts have historically been utilised to provide flexibility for tax planning purposes.

Trading Trusts

A trading trust can provide you with flexibility and protection at the same time.  Let our experts guide you to implementing the right structure. For more information
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Independent Trustee Services

We manage a wide range of trusts across New Zealand and can provide expert insight into the proper management of your trust on an independent basis.

Independent Trustee Services

 We recommend that every Trust has an independent Trustee who is someone who does not derive a benefit from the assets of the Trust, but acts as a co-Trustee with the other Trustees.
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Gifting

Gifting relates to the process of providing someone or some entity separate to you any thing of value for no consideration or return payment.

Gifting

We will help make sense of the complicated area of gifting and asset protection, with guidance on protection from business risk and taking account of the Government’s Residential Care Subsidy rules.
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Wills & Powers of Attorney

Wills are primarily designed to appoint someone to manage the distribution of your estate and to record your wishes as to how you want your property to be dealt with.

Wills & Powers of Attorney

Have Prudentia Law hold your hand through the complex process of putting an appropriate estate plan in place to give peace of mind to you and your loved ones. For more information
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Trust Resolutions

Trustee resolutions provide the documentation around such records and these should be kept in the Trust’s record book or deeds system.

Trust Resolutions

We endeavour to make sure your trust transactions are properly minuted and kept up-to-date to ensure compliance with expected levels of trust maintenance. For more information
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Memorandum of Wishes

A Memorandum of Wishes is a document which the settlors can enter into in order to provide guidance to the Trustees of the Trust.

Memorandum of Wishes

It is crucial you consider whether a formal plan should be created to give guidance to future generations.  We promise to carry out a thorough review for you to implement a robust Memorandum of Wishes. For more information
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We have multi-disciplinary team members with legal, tax and accounting qualifications for assisting with clients’ total personal and business legal issues.

Contact Us for a consultation
Contact Us for a consultation