The Trust Team provides high level specialist advice on all aspects of trusts and estate planning including asset protection, trust administration and review, tax planning, international trust/tax haven structuring, wills and powers of attorney and relationship property arrangements and agreements.
Tammy McLeod
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QualificationsBA LLB (Otago) Member - Society of Estate and Trust Practitioners |
Contact Details331 Rosedale Road, North Harbour Phone: +64 9 9154380 Email: tammy.mcleod@davenportsharbour.co.nz Download [V-Card] (Right click to save link) |
Tammy is a Trust Law SpecialistTammy is a partner at Davenports Harbour and a trust and asset structuring specialist with thirteen years legal experience specialising in the areas of personal asset planning, trust law and Property (Relationships) Act.
Tammy leads the Davenports Harbour Trust Team and before joining Davenports Harbour was a senior solicitor in a boutique trust practice. She enjoys providing clients with advice and assistance on a broad range of issues involving the structuring and establishment of asset plans, interpretation of trust deeds, duties of trustees and the management and administration of trust funds. An important part of Tammy's practice is reviewing existing asset holding structures to ensure they achieve the needs and requirements they were established to meet. She is also experienced in Property (Relationships) Act issues and believes that the provisions of the Act are an important consideration in personal asset planning.
Tammy is a past president of the Auckland Woman Lawyers' Association and is a current co-convenor of the NZICA Trust Special Interest Group. | |
Areas of ExpertiseTrusts Relationship property issues Asset structuring Wills | |
Recent WorkEstablishing New Zealand based foreign trusts to hold overseas assets and acting as trustee on those trusts Advising New Zealand trustees moving to Australia on how to restructure for tax purposes Reviewing existing trust structure to rationalise and condense to minimise the number of required entities Advising on how to structure bank borrowings to limit exposure under guarantees and other security Advising how to structure development and trading activities taking into account the new associated persons rules Preparing relationship property agreements to protect assets Advice on asset planning when moving to New Zealand from overseas Resettling trusts on more modern and flexible terms to better benefit beneficiaries | |
Gift Duty was abolished on 1 October this year, as promised by the government. What this means for those with family trusts is that they can now... read more
Click here to read a recent article that was published in the New Zealand Herald on Saturday, 1 October 2011 featuring Tammy McLeod read more
Click here to read an interesting article from the New Zealand Herald regarding relationship property, trusts, and winning lotto! read more
Click here to see a recent article that was published in the Sunday Star Times on Sunday, 31 July 2011 featuring Tammy McLeod. read more
“Fix My Trust” is a new initiative by Davenports Harbour , aimed at providing people with quick, practical solutions to fixing up... read more
Trusts: To Gift or Not to Gift? Click here to read a recent article written by Tammy McLeod published in the Business to Business newspaper read more
A charitable trust begins like any other trust with the trustees liable in their own names as there is no identity different from themselves.... read more
Recent case law and also findings of the law commission’s review of trusts has highlighted that the importance of having an independent... read more
Trusts are not separate legal entities in their own right. When trustees enter into contracts they are personally liable for all of... read more
Click here to read Tammy McLeod's most recent article titled "" published in The Business Channel Magazine, September 2011 issue. read more
