Publications

Inheritance Trusts

The average Will for a parent will often remain one where a spouse leaves everything to the other with a…

5 years ago

The Importance Of A Letter Of Wishes For A Discretionary Trust

It is usual at the time a Trust is established for the settlor(s) of a Trust to provide the trustees…

5 years ago

Choosing The Right Trustee

Many settlors of Trusts derive comfort from the fact that if they choose the wrong trustees then there is power…

5 years ago

Getting The Power Of Appointment Right

Many Discretionary Trusts are set up by two spouses (“settlors”). They often appoint themselves as trustees along with an independent…

5 years ago

Key Steps In Establishing An Asset Protection Programme Using A Family Trust

Objective of programme: Endeavor to protect against: relationship property/family protection claims future re-introduction of estate duty or capital tax unknown…

5 years ago

Trust Overview

Purpose of Family Trusts The following comments relate generally to Discretionary Family Trusts. They are intended to be by way…

5 years ago

Abolition of Gift Duty and Your Trust

Gift duty is no longer payable for gifts made after 1 October 2011.  As a consequence, the $27,000 per annum…

5 years ago

Law Commission Review Of The Law Of Trusts

The Law Commission is currently undertaking a full-scale review of the law of Trusts.  The review is a major undertaking…

5 years ago

Residential Care Subsidies

A Case For Life Interest Wills It is becoming increasingly difficult to place yourself in a position of being entitled…

5 years ago

What Is Your Level Of Capacity Today And What May It Be Tomorrow?

There was a time when the issue of whether or not someone had mental capacity related only to persons completing…

5 years ago

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