Trust management
Fresh perspectives, practical solutions and flexible support for trusts and estate planning.
Protect your wealth with tailored specialist trust and estate planning solutions that work for you, your family and your business.
If you’re a trustee you face ever-increasing and changing regulatory, tax and compliance obligations. While every business, family and individual is different, events in every trust’s life cycle need to be dealt with efficiently, and you need to be confident your decisions are right for you now and in the future.
Our priority is to empower you to achieve this by delivering robust solutions no matter how complex the challenge. The role we play will flex to your needs and our advice will be tailored to your goals.
Trust accounts
Detailed trust accounts, tax forecasts and extensive specialist support that flexes to your needs.
Inheritance tax solutions
Planning around key events such as tax implications of distributions or amendments to trust terms.
Trustee meetings and advice
Trusted advice during trustee meetings, and professional meeting and chair support for lay trustees.
Tania Bailey
Partner, and Head of Business Advisory Services
Trust management related experts
Barry Baker
Partner and Not for Profit Sector Lead
Wellington Office
[Call Barry Baker at +64 4 495 3787](tel:+64 4 495 3787)
Kylie Campbell
Partner, Business Advisory Services
Christchurch Office
[Call Kylie Campbell at +64 21 116 5660](tel:+64 21 116 5660)
Dan Lowe
Partner, and Property & Construction Lead
Auckland Office
[Call Dan Lowe at +64 9 922 1201](tel:+64 9 922 1201)
Barry Baker
Partner and Not for Profit Sector Lead
Wellington Office
[Call Barry Baker at +64 4 495 3787](tel:+64 4 495 3787)
Kylie Campbell
Partner, Business Advisory Services
Christchurch Office
[Call Kylie Campbell at +64 21 116 5660](tel:+64 21 116 5660)
Dan Lowe
Partner, and Property & Construction Lead
Auckland Office
[Call Dan Lowe at +64 9 922 1201](tel:+64 9 922 1201)