Private Client
- Wills and estate planning
- Writing letters of wishes and guidance for trustees
- Options for more complex family scenarios sometimes known as ‘blended’ families
- Applications for Probate and Letters of Administration
- Property Sharing Agreements
- Relationship Property separation or ‘contracting out’ agreements
- Independent advice on a Relationship Property agreements
- Enduring Powers of Attorney advice and certification
Immigration
- General immigration queries, which can be discussed at an Immigration Consultation one-on-one with an immigration specialist
- Advice regarding eligibility to apply for residency as Skilled Migrants, Investors, Entrepreneurs, Parents, Retirees, Dependent Children and so on
- Full service for all work, resident, permanent resident, and citizenship applications
- Advice and preparation of appeals to the Immigration and Protection Tribunal
- Advice and preparation of Section 61 applications when a person becomes unlawful in New Zealand
- Preparation of reconsideration applications for a declined work visa onshore
- Submissions relating to character and medical waiver applications
- Submissions and advice when persons receive Potentially Prejudicial Information (PPI) letters from INZ
- Requests for priority processing of applications and liaising with INZ Technical Advisors and Managers in special or complex circumstances
Trusts and Asset Protection
- Trust formation and ongoing annual administration
- Transferring property to a Trust
- We can advise on your options for more complex family scenarios
- Advice about making gifts to Trusts and what assets should be owned by the Trust, especially if asset protection is a priority
- Tax registration for Trusts
- Independent trustee company services
- Referral to key trusted advisors such as accountants or financial advisors
- Foreign Trusts
- Australian Pty Companies purchasing property
- British Virgin Island (BVI) Trust entities and the interplay with New Zealand structures
Business and Company Law
- General commercial advice and company structuring
- Corporate governance (director and shareholder advice)
- Shareholder agreements and company constitutions
- Intellectual property advice and trademark applications for registration
- All sales and purchases of a business including assets or shareholdings
- Preparation of commercial contracts and terms of trade
- Liquor license applications
- Company incorporations ensuring any overseas businesspersons comply with NZ resident director requirements
- Assisting with shareholder and multi-party disputes
- Leasing and rent reviews
- Personal Property Security Act (PPSA) registrations and advice
- Financing, credit and loan agreements
- Advising and certifying personal guarantees
- Franchising
- Debt collection and recovery
Overseas Investment and International Clients
- Preparing OIO applications for consent, including advice and assistance with investment business plans and financial projections
- ‘Sensitive land’ advice and due diligence investigations
- Potential immigration considerations
- Advice regarding ‘benefit’ factors required for properties such as high country rural and lifestyle properties
- Strategic advice about criteria for approval and options to achieve this
- Referral to key advisers and parties required for the specific investment
- Applications for exemptions
- Ongoing compliance
- Foreign Trusts
- Australian Pty Companies purchasing property
- British Virgin Island (BVI) Trust entities and the interplay with New Zealand structures
Property and Real Estate
- Sale and purchase of residential and commercial real estate including unit titles, vacant sections, managed apartments, rural property, ‘house and land’ packages and sections/apartments ‘off the plans’ where title has yet to issue
- Mortgage Refinancing
- Due diligence investigations and explaining covenants, easements and other registered interests on the Certificate of Title
- Advising on construction contracts and building guarantees
- Commercial leasing for both Tenants and Landlords
- Tax registration and legal advice related to GST treatment of property transactions
- Subdivisions of land and Unit Title Developments
- Property Management Agreements, Property Sharing Agreements, Water Supply Agreements, establishing Homeowner Associations
- Hotel developments and tourism infrastructure
