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Tactics Group -Estate Planning/Trusts/Wills - Home

Trusts - How do they work? Trusts - Who needs a trust? Trusts - Inheritance Trusts. The company is led by Len McKeown who co authored the book "Family Trusts for New Zealanders" and has over 30 years experience in the trust and financial services fields having worked for Trustee and Financial Services companies in senior management positions. Tactics Group Ltd has associations with a number of financial service providers and provides estate planning expertise to a number of professional advisory firms.

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Tactics Group -Estate Planning/Trusts/Wills - Home | tacticsgroup.co.nz Reviews
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Trusts - How do they work? Trusts - Who needs a trust? Trusts - Inheritance Trusts. The company is led by Len McKeown who co authored the book Family Trusts for New Zealanders and has over 30 years experience in the trust and financial services fields having worked for Trustee and Financial Services companies in senior management positions. Tactics Group Ltd has associations with a number of financial service providers and provides estate planning expertise to a number of professional advisory firms.
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1 trusts background
2 property relationships act
3 gifting
4 trust management
5 wills and codicils
6 powers of attorney
7 tax and accounting
8 insurance and investments
9 finance and mortgages
10 q and a
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Tactics Group -Estate Planning/Trusts/Wills - Home | tacticsgroup.co.nz Reviews

https://tacticsgroup.co.nz

Trusts - How do they work? Trusts - Who needs a trust? Trusts - Inheritance Trusts. The company is led by Len McKeown who co authored the book "Family Trusts for New Zealanders" and has over 30 years experience in the trust and financial services fields having worked for Trustee and Financial Services companies in senior management positions. Tactics Group Ltd has associations with a number of financial service providers and provides estate planning expertise to a number of professional advisory firms.

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1

Tactics Group -Estate Planning/Trusts/Wills - Gifting

http://tacticsgroup.co.nz/gifting.htm

Trusts - How do they work? Trusts - Who needs a trust? Trusts - Inheritance Trusts. In 2011 the government abolished Gift Duty which had been in effect for many years and was one of the major hurdles people had to face when wanting to protect their assets by forming a trust and selling the assets to the trustees. Are you likely to need Aged Care Assistance? Do you have an existing trust with a gifting programme? It may well be that you need to continue with your gifting programme in your trust and possib...

2

Tactics Group -Estate Planning/Trusts/Wills - Finance & Mortgages

http://tacticsgroup.co.nz/financemo.htm

Trusts - How do they work? Trusts - Who needs a trust? Trusts - Inheritance Trusts. As part of its comprehensive service offering Tactics Group Ltd is through its association with other professionals able to arrange home loan finance from a range of providers. Buying a house can be stressful enough without having to also deal with all of the financing issues. We can provide you with a hassle free mortgage service that will not cost you anything.

3

Tactics Group -Estate Planning/Trusts/Wills - Property Relationships Act

http://tacticsgroup.co.nz/propertyrel.htm

Trusts - How do they work? Trusts - Who needs a trust? Trusts - Inheritance Trusts. The Property Relationships Act is the most significant piece of legislation affecting inheritance and estate planning issues that has been passed for many years. The act is in effect a rewrite of the 1976 Matrimonial Property Act and has wide ranging effects many do not appreciate. As an example changes to the act have significantly altered the rules that apply when one of a couple die. A man and a woman or. Their financi...

4

Tactics Group -Estate Planning/Trusts/Wills - Home

http://tacticsgroup.co.nz/index.htm

Trusts - How do they work? Trusts - Who needs a trust? Trusts - Inheritance Trusts. The company is led by Len McKeown who co authored the book "Family Trusts for New Zealanders" and has over 30 years experience in the trust and financial services fields having worked for Trustee and Financial Services companies in senior management roles. Other resources include support staff, consultants and legal assistants with extensive experience in the estate planning areas. The assets you have now!

5

Tactics Group -Estate Planning/Trusts/Wills - Powers of Attorney

http://tacticsgroup.co.nz/powersofat.htm

Trusts - How do they work? Trusts - Who needs a trust? Trusts - Inheritance Trusts. The completion of a Power of Attorney or an Enduring Power of Attorney is an important aspect of a complete estate planning package. A Power of Attorney will cover most situations where perhaps you are going to be overseas for a short time and need someone here to handle some business transactions on your behalf. The attorney can only act for you while you are mentally capable.

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Tactics Group -Estate Planning/Trusts/Wills - Home

Trusts - How do they work? Trusts - Who needs a trust? Trusts - Inheritance Trusts. The company is led by Len McKeown who co authored the book "Family Trusts for New Zealanders" and has over 30 years experience in the trust and financial services fields having worked for Trustee and Financial Services companies in senior management positions. Tactics Group Ltd has associations with a number of financial service providers and provides estate planning expertise to a number of professional advisory firms.

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