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Estate planning preserves wealth and eliminates uncertainties.
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Trusts
What is a trust? What is the difference between a trading trust, charitable trust and a family trust? There are many reasons why you could want to set up a trust including asset protection, wealth accumulation, taxation or estate planning and income distribution. We are experienced in accounting for trusts and can advise whether a trust is suitable for your particular circumstances. We can also assist with administration of the trust and attending to accounting and taxation compliance. Charitable Trusts Charitable trusts are set up to hold money or assets and carry out activities for the benefit of the community. They can be formed for the purpose of:
At Kingstone & Associates we understand the practicalities of charitable trusts. Our experience in this area enables us to assist you with setting up a trust and using the trust in the most effective way to reach your charitable goals. |
Estate Planning
As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind. For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity. The executor and trustee of a will is required to perform a number of duties. At Kingstone & Associates we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets. The areas of estate administration we can assist with include:
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Wealth Preservation and Investment Planning
Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income. We work closely with qualified and experienced financial planners that can discuss your financial options with you and provide advice that includes:
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Retirement Planning
Achieving a comfortable retirement requires forward planning. You need to consider when you will retire, how much income you need for the retirement you desire, how to acquire that income, what role the government will play, and more. The friendly team at Kingstone & Associates can help you answer these questions and plan for the relaxing retirement you've earned. |
Business Advisory
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Property & Construction
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Tax & Accounting
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Trusts, Estate Planning
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Talk to Kingstone & Associates today. Phone: 09 303 3007We offer a free, no obligation consultation to discuss your needs and requirements
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Services
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Company
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Contact Details
info@kaca.co.nz
Level 2, 33 Bath Street, Parnell, Auckland, 1052, New Zealand Phone: +64 9 303 3007 Kingstone & Associates is proud to support...
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