wills
Anthony Grant explores the issues around the ignorance of many trustees of their duties, especially their duty to act impartially, and the need for trust deeds to have provisions enabling trustees who develop dementia to be removed and replaced
1st Jun 22, 3:45pm
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Anthony Grant explores the issues around the ignorance of many trustees of their duties, especially their duty to act impartially, and the need for trust deeds to have provisions enabling trustees who develop dementia to be removed and replaced
Anthony Grant reveals pitfalls for passive solicitor trustees, when clients drop the ball on their tax obligations
16th Nov 21, 12:19pm
Anthony Grant reveals pitfalls for passive solicitor trustees, when clients drop the ball on their tax obligations
Anthony Grant sees an undeclared drive by the Government to tax people associated with trusts in ways they have never been taxed before behind a truncated consulting process about trusts
28th Oct 21, 2:12pm
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Anthony Grant sees an undeclared drive by the Government to tax people associated with trusts in ways they have never been taxed before behind a truncated consulting process about trusts
Anthony Grant says the Courts support the use of corporate trustees where a family member/beneficiary is its sole director giving them complete access to the trust’s assets
4th Oct 21, 9:26am
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Anthony Grant says the Courts support the use of corporate trustees where a family member/beneficiary is its sole director giving them complete access to the trust’s assets
Anthony Grant says Trustees who lead a beneficiary to believe a trust will make a particular payment but who change their mind and fail to make it, may face a claim
23rd Sep 21, 11:05am
Anthony Grant says Trustees who lead a beneficiary to believe a trust will make a particular payment but who change their mind and fail to make it, may face a claim
Anthony Grant points out that if you are paid to advise on trusts, you must make sure the initial settlor is aware of the meaning and effect of the Trusts Act 2019. The risks of consequences have risen
29th Mar 21, 10:26am
Anthony Grant points out that if you are paid to advise on trusts, you must make sure the initial settlor is aware of the meaning and effect of the Trusts Act 2019. The risks of consequences have risen
Bill Patterson says the tough new rules for trusts may require professional advisers to completely rethink the advice they give clients about trusts and trustees as taxpayer obligations shift sharply
18th Feb 21, 9:33am
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Bill Patterson says the tough new rules for trusts may require professional advisers to completely rethink the advice they give clients about trusts and trustees as taxpayer obligations shift sharply
Anthony Grant points out that the new Trusts Act and its obligations will shine a new light on the common advice to make and update memoranda of wishes
18th Dec 20, 11:28am
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Anthony Grant points out that the new Trusts Act and its obligations will shine a new light on the common advice to make and update memoranda of wishes
Anthony Grant points out that the law is inherently uncertain when contesting a will because there are no prevailing beliefs within New Zealand society as to the ‘right’ way assets should devolve on death
3rd Dec 20, 4:31pm
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Anthony Grant points out that the law is inherently uncertain when contesting a will because there are no prevailing beliefs within New Zealand society as to the ‘right’ way assets should devolve on death
Summer KiwiSaver's Martin Hawes has a bright, inexpensive idea on how to use KiwiSaver when you are writing a will, one that can avoid all the costs and complexities of a trust
29th Jan 20, 2:41pm
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Summer KiwiSaver's Martin Hawes has a bright, inexpensive idea on how to use KiwiSaver when you are writing a will, one that can avoid all the costs and complexities of a trust
Elizabeth Davies tells her generation to stand on their own feet and not rely on inheritance from their parents
20th Jan 15, 9:17am
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Elizabeth Davies tells her generation to stand on their own feet and not rely on inheritance from their parents
Where there's a will there's a wish; Three paths to financial fruition; Rich Millennials; First rule of investing; Aligning your passion, purpose and business model
7th Aug 13, 8:20am
Where there's a will there's a wish; Three paths to financial fruition; Rich Millennials; First rule of investing; Aligning your passion, purpose and business model
The Masterplan; Budget breakdown; Separating the wheat from the financial chaff; Cheap healthy eating tips; NZS stand on SRI
14th May 13, 9:21am
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The Masterplan; Budget breakdown; Separating the wheat from the financial chaff; Cheap healthy eating tips; NZS stand on SRI
Death, money and wills; Silver separations and financial pain at 50; Three victorious tales of mortgage repayment; Dollars and village idiots; Cubicle slaves & the era of modern work
20th Sep 12, 10:50am
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Death, money and wills; Silver separations and financial pain at 50; Three victorious tales of mortgage repayment; Dollars and village idiots; Cubicle slaves & the era of modern work
What's a would be retiring couple to do with lashings of assets and a dollop of income with a finite shelf-life? Janine Starks asks the hard questions and offers some solutions.
20th Sep 12, 12:35am
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What's a would be retiring couple to do with lashings of assets and a dollop of income with a finite shelf-life? Janine Starks asks the hard questions and offers some solutions.
Amanda Morrall finds out why 50% of New Zealanders are in denial about dying and the importance of having a will
10th Sep 12, 12:17pm
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Amanda Morrall finds out why 50% of New Zealanders are in denial about dying and the importance of having a will
Join us Friday at 1 p.m. for another live web-interactive with insurance specialist Andrew Hooker. Don't be scared, get informed instead
30th Aug 12, 1:17pm
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Join us Friday at 1 p.m. for another live web-interactive with insurance specialist Andrew Hooker. Don't be scared, get informed instead
Digital ash; 10 terrible tips you should ignore; Confessions of a rogue trader; Why your brain is lopsided; Dog insanity; Gratuitous Paris Hilton picture
24th Aug 12, 12:44pm
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Digital ash; 10 terrible tips you should ignore; Confessions of a rogue trader; Why your brain is lopsided; Dog insanity; Gratuitous Paris Hilton picture
In part two of "What's your plan" financial advisor Sheryl Sutherland looks at the importance of goal setting and how to go about it in a pragmatic fashion.
1st Mar 12, 11:13am
In part two of "What's your plan" financial advisor Sheryl Sutherland looks at the importance of goal setting and how to go about it in a pragmatic fashion.
Five-fold Friday: Chocolate highs; credit addiction; insurance aftershocks; meditation on death; and sex our 21st salvation?
21st Apr 11, 5:31pm
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Five-fold Friday: Chocolate highs; credit addiction; insurance aftershocks; meditation on death; and sex our 21st salvation?