We’re Ready to Help You Plan

Estate Planning is one of the necessities in life. Sadly it is often left too late. Setting up a family trust can protect the assets you have accumulated for the benefit of those you care for. As a business owner, planned succession of ownership is equally important. At Epplett & Co., we guide clients through all of these important decisions.

How We Can Help

At Epplett & Co. we have extensive Trust experience. We also have our own Trustee Companies.

Preston is a Senior member of the New Zealand Trustees Association.

We are able to:

  • Provide specialist advice on Trust Formation, Administration and Statutory Requirements as well as Trust Financial Reporting
  • Help you establish the objectives of your Estate
  • Work with you and your legal adviser at the Trust Formation stage
  • Educate you on Trusts, Trustee Obligations and Statutory Requirements
  • Prepare Trust Financial Statements that comply with taxation and statutory requirements
  • Assist with Estate and Trust Administration, including minute keeping services, tax planning and investment monitoring

 

Need to speak to a Trusts, Estates and Succession Planning specialist?
Call us today for qualified, experienced and specialist help.