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Seminars

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Gifting Seminar

The seminar will cover such topics as:
  1. Obligation to Pay for Care
  2.  Assets exempt from the Means Assessment
  3.  Income exempt from the Means Assessment
  4.  Weekly Contribution
  5.  Asset Threshold
  6.  Allowable Gifts and Deprivation of Property
  7.  Lump Sum or Continue Gifting Program
  8.  Your home in a Trust
  9.  Is there sufficient Time for a gifting Program
  10.  Section 147A

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Trust Seminar

Trust Seminar

A brief seminar on Trusts and how they can work for you or against you

Enquire
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Our Branches

Auckland

Level 10
34 Shortland Str
Auckland

Christchurch

Unit 14
35 Riccarton Road
Riccarton

Tauranga

100
Spring Street
Tauranga

Whangarei

73
Maunu Rd
Whangarei

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