info@jones-law.co.nz
437 Lake Road, Takapuna, Auckland
PO BOX 32581, Devonport, 0744,
Auckland, New Zealand
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ExpertiseTax AdviceWe provide personal and business tax advice to individuals, companies and charitable organisations. Tax impacts on almost every transaction you enter into. We will work with you to provide technically sound and practical solutions to ensure that your investments and transactions are structured in the most tax efficient manner.Ideally the tax outcome of a particular decision should be considered before that decision is implemented. This is not always the case. Where things have gone wrong we can work with you to review your options, assist in disputes with the Inland Revenue Department and restructure your transactions where necessary. Tax is dynamic, and the laws change frequently. We aim to keep you apprised of recent developments so that you can anticipate and plan for any changes. We urge you to subscribe to our regular updates so that we can bring new developments to your attention. Business StructuringWhat works for one person may not necessarily work for another. From start up to succession planning we will guide you through the choices regarding appropriate business structures for your venture. Trading trusts, limited partnerships and joint ventures may all be suitable alternatives to the traditional company or sole trader approach. Should the business be debt funded or issue shares? Should trading gains be isolated from capital gains? How can tax losses be best utilised? Let us help you find the solution which works best for you.Trusts and Estate PlanningTrusts are used widely throughout New Zealand and, if structured correctly, can be an excellent way of safeguarding assets. It is imperative that settlors and trustees fully understand the purpose of the trust and their obligations in their roles to ensure that the trust remains effective for asset protection purposes.New Zealand domiciled foreign trusts are used widely by offshore clients and new migrants to New Zealand and, structured properly, provide enhanced asset protection coupled with tax free foreign sourced income. We can assist you to identify where a trust arrangement might be useful, with establishing and managing the trust, and in fully understanding your obligations under the arrangement. We adopt a fully integrated approach to trust structuring and recommend that any trust is set up in conjunction with a review of your overall investment objectives to ensure that you are using the most efficient structure. At the same time, your surrounding estate planning is brought up to date to ensure that your family is fully protected. We welcome you to contact us for a confidential discussion of your requirements. Relationship Property AdviceWe can guide you through the legal minefield relating to relationship property. Whether you are starting out in a new relationship or ending one, or concerned that the next generation may suffer a dilution of family wealth as a result of relationship breakdown, we are able to assist you to work through the issues, fully understand what it is you are signing up for and ensure that you and your children are adequately protected.New MigrantsMoving your family and your wealth to New Zealand gives rise to both complexities and planning opportunities. Timing is everything, and advance planning can yield significant benefits and avoid costly pitfalls. Our news page contains useful tax and estate planning information for new migrants to New Zealand. We work with clients from all over the world, in particular from the United Kingdom, the United States, South Africa and Singapore. We enjoy a well established network of private bankers, accounting and tax advisors in offshore jurisdictions, offering you a seamless service in your transition to New Zealand. To assist us to assist you, we encourage you to get in touch with us well before arriving in New Zealand, to discuss appropriate planning opportunities. |