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Yi Ping'sSociety of Trust and Estate Practitioners 2023 Asia Conference Insights
Society of Trust and Estate Practitioners (STEP) was founded in 1991 and has since grown into a globally recognised organisation with 22,000 members across 200 countries. Its members include lawyers, accountants, financial planners, and other professionals who advise clients on trusts, estates, and inheritance planning issues. STEP 2023 Asia conference was held in Hong Kong […]
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Shareholding – looking at transferring?
Quite often, a company holding a family business may need to improve its ownership structure; this can mean transferring shares from ‘individuals’ into ‘trusts’. Common situations where this occurs: Succession planning – when the controlling individuals bring family members together in an attempt to make a viable business across generations. Risk protection – when the […]
What goes around…
Most mornings over the past ten years, I ride down Tamaki Drive from Eastern Bays towards our city offices, while dawn cracks against Auckland’s skyline and the sun rises from Waiheke Island. Typically, I would see less than ten bikes along the way. In recent years, more and more bikes have joined the commute. I […]
Managing our debts
I was recently listening to the audio book ‘Game of Thrones’ and the saying “A Lannister always pays his debts.” struck me and reminded me of the incidents of two entities: both were from overseas, both engaged New Zealand professional services and both neglected to manage their debts. It was so easy walking into an office having a lengthy talk […]
The joy of parenting
Are you a parent to be and feeling a bit of dread about the responsibilities laying ahead? Or are you a parent of primary school kids and struggling between your career, kids’ activities and looking after yourself? Or do you have grown up kids and are now second guessing whether you could have done a […]
A trip with freedom
I started to plan the trip in March 2019 – walking a month on Te Araroa trail covering a third of a South Island section – from Queen Charlotte to Harper Pass. Once I had laid out a rough itinerary, I tried to invite people to go with me. There were several who showed interest, […]
