Asset transfers and protection
Protecting your assets and managing transfers effectively is an essential part of long-term financial and personal planning.
In New Zealand, careful attention must be given to laws such as the Property (Relationships) Act 1976, which can affect how property and investments are treated in the event of a relationship breakdown or death; as well as to tax and gifting rules that may impact inheritance and succession planning.
Our team can advise on structuring asset transfers—whether during life or as part of your estate—to safeguard wealth, minimise risk, and ensure your intentions are respected. This includes guidance on trusts, succession planning, and strategies to protect assets from potential claims, all while considering eligibility for government support, such as any Residential Care Subsidy entitlements.
Where applicable we may liaise with your accountant and other experts to help formulate your optimal plan. By taking a proactive approach, you can secure your financial future, provide clarity for your loved ones, and reduce the risk of disputes or unintended consequences under New Zealand law.
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