Trusts & Asset Planning

You’ve worked hard to get where you are, so let’s make a plan to protect your assets and your family’s future. 

At Insight Legal, we get to know you and your family’s needs first, so that we can make the right asset planning recommendations for you. Not all situations require a family trust, so we’ll explain your options in clear and simple terms and then take care of all the paperwork.  

Recent changes in trust law mean that it’s a good idea to have existing trusts (pre-2019) reviewed to ensure they continue to protect your assets. You should also have your trusts and asset structures reviewed if you become vulnerable due to age, illness or disability; embark on a new relationship; take on a directorship, launch a new business or make significant changes to the ownership structure of your business. 

With Insight Legal, you’ll have peace of mind that your assets and your loved ones are protected. Call our trust and asset planning experts now and let’s get your affairs in order. 

JULIA INGHAM

Director
LLB
Warkworth & Mangawhai

Email Julia Ingham
DDI Phone: 09 601 6049