The firm has long-established and wide expertise in Wills, Trusts and Estates and Tax Planning.  Our services include:

  • Applications under the Protection of Personal and Property Rights Act 1988;
  • Asset planning and protection;
  • Estate administration (for both ongoing and immediately distributable estates);
  • Incorporated societies (formation and ongoing administration);
  • LTCs (formation and ongoing administration);
  • Management of financial affairs;
  • Powers of attorney;
  • Property structuring;
  • Relationship Property advice;
  • Tax planning;
  • Tax return preparation and filing;
  • Trusts (formation and ongoing administration); and
  • Wills (advice and preparation).

Richard Allen is the partner responsible for these areas of practice and Shiree Mackay is the primary contact.

Wills, Trusts and Estates and Tax Planning