Family trusts can be a highly effective mechanism to protect assets, create tax flexibility and provide for inheritance and succession of family and business assets.

However, change is upon us with the proposed enactment of the new Trusts Bill.

Join the Ingham Mora team for beverages, canapes and an informal family trust seminar series.

Join us at Ingham Mora for an informative seminar series on Family Trusts

Family trusts can be a highly effective mechanism to protect assets, create tax flexibility and provide for inheritance and succession of family and business assets.

However, change is upon us with the proposed enactment of the new Trusts Bill. 

Join the Ingham Mora team for beverages, canapés and an informal family trust seminar series.

 

Seminar One - Family Trusts 101 - Thursday 5 July 2018, 4:30-5:30PM - REGISTER HERE

This seminar is suited to those that do not currently have a family trust but are considering the merits of one.  Also, suitable for those that do have a trust but would like a refresher.

Topics covered will include:

      • What is a trust and how does it work?

      • The typical modern family trust

      • Key advantages

      • Are family trusts still relevant?

      • The new Trusts Bill

Seminar Two - How Robust is Your Trust? - Thursday 27 September 2018, 4:30-5:30PM - REGISTER HERE

This seminar is suited to those who currently have a family trust and would like an update on the current trust landscape and the changes that are afoot with the introduction of the new Trust Bill.

Topics covered will include:

      • Family trust overview and refresher

      • What are the benefits and do they outweigh the disadvantages?

      • Trust functioning – what does best practice look like?

      • The new Trusts Bill and what it all means

      • Things to watch out for – Mike’s war stories

Where 

Ingham Mora, Level 2, 60 Durham Street, Tauranga CBD

Cost 
$20 per person. If you can not make the above dates, then register your interest here for other Family Trust seminars. 

All proceeds will be donated to the Graeme Dingle Foundation Bay of Plenty, an organisation that runs values and life skills programmes for 5 - 17 years olds in our local schools. For more information, check them out at www.dinglefoundation.org.nz

Ingham Mora