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Estate Planning

Overview

Protecting family wealth

We all work to accumulate wealth and security for our families. It’s important to know everything you have strived so hard to achieve is protected in the years to come. For many of our clients, it’s not just about passing on wealth. It’s about realising ideas and hopes for the future and cementing long-term values.

Our expert team will provide tailored advice and establish an estate plan that enshrines your legacy and sees to it your hard work is protected after you’re gone.

Our advisers set out to:

  • Understand what you value most and devise a long-term strategy to honour this;
  • Assist you in the preparation of a Will and Enduring Powers of Attorney;
  • Provide specialist advice on asset ownership and management through the establishment and on-going administration of a Trust;
  • Support the administration of your Trust with investment management, property management, administration, tax and legal expertise;
  • Plan and manage a tax effective way to protect your wealth and pass on your assets intact;
  • Where appropriate we can help set up a discretionary testamentary Trust to protect assets for vulnerable beneficiaries; and,
  • Help set up a meaningful and lasting charitable legacy to support the causes you cherish.

    Take care of things today.

        In three minutes we can help you better understand how a Will and EPA can safeguard your loved ones and preserve your wishes.

        - Why everyone should have a Will and an EPA

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        Perpetual Guardian is a trading name of The New Zealand Guardian Trust Company Limited and Perpetual Trust Limited. For Authorised Financial Advisers, a disclosure statement is available upon request and free of charge.