Taxes for individuals

Tax solutions tailored for individual business needs and challenges

Tax is as much a challenge and an opportunity for our individual and privately owned business clients as it is for our larger corporate, public sector and multi-national clients.

Our team has the experience and expertise to assist you with the tax issues that arise when:

  • you or your business moves to or from New Zealand
  • you expand or diversify your interests, or those of your business, in New Zealand or offshore
  • you need to develop, manage or alter your expatriate programme
  • you want to introduce, expand or amend an executive reward scheme or design / remodel your executive remuneration strategy.

Private wealth

We provide a range of services to individuals and private businesses owners looking at moving to or from New Zealand or at expanding or diversifying their interests in New Zealand or offshore.

Our team assists New Zealand residents investing offshore or looking at moving overseas and people from abroad looking at investing in, or migrating to, New Zealand.

For private business owners, our team provides advice on tax issues, valuation, succession planning and investment monitoring. We can help you to develop and implement strategy, evaluate investment opportunities, design and set up structures, understand and comply with your tax obligations and access our global network of advisers. If you are an inbound investor we will work with our overseas offices to ensure consistency in approach and a comprehensive level of service to you regardless of your location.

Our private wealth teams are led by:
  • Brendan Catchpole, who assists clients with their tax affairs and works with them on the challenges and opportunities that arise with planning for succession.
  • Louis McLennan, who provides strategic advice and helps clients evaluate investment opportunities. He also provides tax advice and services to migrants – both inbound and outbound.

Please contact us for professional advice or more information about our services.

International Assignment Services (IAS)

Global companies need strategic advice as well as practical assistance with managing the costs of their expatriate programmes and regulatory tax filings for their employees based overseas.

Our IAS team has the specialist skills and resources to assist international operations with their expatriate programmes. They also have access to a global network of experts specialising in this area.

Our services include:

  • Tax compliance services – such as pre-departure and post arrival tax consultations, home and host country income tax returns, tax equalisation and hypothetical tax calculations and employers’ obligations in the relevant jurisdictions
  • Design, implementation and management of international assignment programs and policies, including cross border employee share scheme planning and design
  • Cost projections allowing upfront budgeting for each assignment, including remuneration benefits, salary and assignment allowances, relocation, repatriation and tax costs
  • Preparation of assignment documentation, such as assignment letters and compensation calculations
  • Initiation and co-ordination of service providers
  • Strategic tax structuring and planning across jurisdictions to minimise costs and risk exposure
  • Proactive expatriate and HR communication, including regular client briefings and alerts on legislative changes and developments
  • Repatriation advice (including both tax and administrative issues)
  • Localisation, non-standard assignments and terminations
  • Operation and management of shadow payrolls.

Suzie Chichester is the leader of the IAS practice in New Zealand, assisted by a dedicated team in Auckland and Wellington.

 

Contact us

Brendan Catchpole

Managing Partner | Financial Advisory Services, PwC New Zealand

Tel: +64 21 389 425

Louis McLennan

Director, PwC New Zealand

Tel: +64 21 249 0227

Teresa Kenny

Director, PwC New Zealand

Tel: +64 27 504 8112

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