Protecting your wealth
Whether it means estate planning or developing a charitable giving plan, thinking about your retirement options, or planning for the next generation, we can work with you to develop a customised plan that reflects your wishes in a way that increases the value of your business.
- Trust structuring
- Wealth and succession planning
- Individual tax services
Trust structuring
We can help you structure the ownership of your business and private assets in a manner that provides asset protection together with the ability to transfer wealth to the next generation in a flexible and tax efficient way.
Wealth and succession planning
PwC has extensive experience in helping families and businesses with succession planning. Our aim is to help guide families and businesses through this important process which is alway unique to their particular circumstances. What is often common, is the requirement to start planning well before the need. Wealth provides financial security and PwC New Zealand has unique planning tool named Financial Health Planner. This tool helps with many aspects of wealth planning - whether that be accumulating, protecting, maintaining or utilisting weatlh.
Individual tax services
We specialise in helping individuals with international complexity manage their NZ and offshore tax affairs. Our aim is to ensure our clients have peace of mind that they have complied with their obligations in each juridications while taking full advantage of any relief that is available and steering clear of potential pitfalls.
