Private Client

Minter Ellison Rudd Watts' Private Client practice advises clients on the best way to manage and protect their personal and business wealth and to strategically plan for succession.

This may involve the tax efficient transfer of assets into a trust (including land, intellectual property or shares) or the establishment of a corporate structure which meets the personal objectives of the client.  We also review existing trust structures to ensure currency and compliance as well as tax efficiency.

Our approachable Private Client team at Minter Ellison Rudd Watts has exceptional international and local experience and expertise. In particular, our team frequently assists overseas advisors in assessing the implications and practical issues where a global trust structure is being set up, reviewed or unwound and involves New Zealand entities.  The team also deals with contentious issues and disputes on all aspects of international and domestic trust structures.

• Commercial and international trust and tax advice for the entrepreneur
• Restructuring advice for trustees of New Zealand trusts for the offshore client
• Asset protection and succession to business structures
• Creation and restructure of charitable entities
• The formation of trusts and personal asset planning
• Relationship property advice and agreements
• Estate planning and administration
• Administration of family trusts and related gifting programmes
• Asset protection and general tax planning
• Wills and the administration of estates
• Tax and related planning for migrants, both short-term and permanent

Our Private Client team forms part of our broader Real Estate and Tax practices.

Relevant Trusts and Taxation publications:

• New Zealand Taxation of Trusts Article - September 2007
  The Society of Trust and Estate Practitioners (STEP) Journal
• Two chapters on Personal Taxation and Taxation on Marriage Breakdown - Longman’s “Tax Planning with Precedents” (1996-2001)
• “Harmonisation of European Taxes” - Monitor Press in 2000
• We are currently working on an update for the Trust chapter of CCH Publishers’ “Income Tax Law and Practice”.

• Tax Update - September 2011
  The abolition of gift duty – forgive or forget?
• Private Client News - May 2011
  Powers of Attorney
  Gift Duty
• Tax Update - March 2011
  Look-through companies

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