Estate planning plays the essential role of protecting your family’s wealth when you are no longer there.
At UHY Haines Norton, our experienced estate accountants work closely with estate lawyers to put in place legal requirements such as wills, enduring power of attorney and enduring power of guardianship. We use our financial expertise to consider different tax outcomes based on different scenarios so you can make the best decision for your family and take care of your wealth in the future.
The UHY Haines Norton team has provided estate planning for a large number of family-owned businesses, often through successive generations. We are experienced with the issues and difficulties that can arise when undertaking succession planning and estate planning, and can provide you with the security of knowing that you, your family, and your business is fully prepared and protected.
Our introductory meeting is free – contact us to learn more about our estate planning services. For experienced estate accountants, talk to us today. Our Auckland offices are located in Henderson (head office), Auckland CBD, Kumeu and Helensville.
Free Introductory Meeting
Our free introductory meetings are available to potential new clients who are considering the possibility of engaging the services of UHY Haines Norton (Auckland) Limited and have not previously engaged the firm.
The purpose of the introductory meeting is to provide initial information such as:
An introduction to UHY Haines Norton (Auckland) Limited and how we operate
How our services may be of assistance to you
These meetings also provide an opportunity for us to learn about you and/or your business, and identify ways we can help.
The duration of the meeting and the information provided is solely at the discretion of UHY Haines Norton (Auckland) Limited.
If at any stage during the meeting it becomes apparent that official advice is required, we will recommend a formal engagement with the firm before proceeding any further. As such the introductory meeting should not be construed as “advice” given or received.
Once a decision has been made to formally engage UHY Haines Norton (Auckland) Limited, all services will be provided in accordance with pricing indicated in our Terms of Engagement.