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.
Retirement Village Arrangements
Within the firm we have two senior solicitors with considerable experience in retirement village documentation especially exit entry arrangements. The firm acts for four major retirement villages and has acted for hundreds of individuals looking to purchase/enter into a retirement village. They are not all the same and there is a lot of care needed to ensure that the financial arrangements on various Occupation Licence Agreements are fully understood.
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
