Trusts

Do I need to establish a Trust? Do I still need the Trust I have?

We often get asked these questions by our clients. And the answer, as it so often is, is “it depends”. It depends on why you want it. Then it depends on the balance between the advantages and the disadvantages to you.

The principal purpose of a Trust is to set assets aside to protect them from a variety of people and organisations such as:

  • Creditors
  • Family
  • Relationship Partners
  • Asset and Income tested benefits and assistance

Protection from family members and organisations tend to be emotive reasons that vary from person to person.

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TrustTALK – July 2016

As a member of NZ CA Limited we receive a quarterly newsletter from them all about Trust’s called TrustTALK.

The latest issue talks about the importance of having a will and touches on the topic of having a power of attorney.

Click the link here to receive your copy NZCA Issue 7 BW Miller Dean.

If you are interested in past issues you can find them on the NZ CA Limited website here.