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Tax Advisory
Strategic tax guidance that turns complexity into opportunity
Technology has transformed how government agencies operate, with IRD and other authorities becoming sophisticated in gathering information and targeting non-compliance. Most transactions can be executed the right way or the wrong way, and our role is to make sure you choose the right path.
Tax is simply a fact of life that needs proper management so you can get on with doing what you do best. When you need strategic tax advice, you want experts who can simplify the complex and take away that mental load.
Tired of losing sleep over tax complexity? Let's simplify your tax obligations and turn them into strategic advantages.
OurTax Advisorycapabilities
Our Tax Advisory capabilities are as follows. Refer to our Capability Statements to see how we execute to meet your business needs.
Starting at the beginning
Our approach is about taking something complicated and unknown and making it understandable. When people come to us behind on tax obligations, or completely overwhelmed, our response is simple:
“Let's start at the beginning, figure out where you’re actually at, and solve it together. You don’t have to face this alone.”
A property developer came to us with a complex transaction structure that needed careful tax planning. By getting involved early in the process, we structured the deal to minimise tax implications while ensuring full compliance. The result was significant tax savings and a smooth transaction that protected their long-term wealth-building strategy.
We also helped a family business navigate succession planning, where three generations had different ideas about the future. Through strategic structuring and estate planning, we created a solution that minimised tax impacts whilst preserving family relationships and business continuity.
Ready to transform tax complexity into strategic clarity? Contact UHY Haines Norton today to arrange a discussion about your tax planning needs.
Working with you, not just for you
What makes our approach different is that, unless you want us to be heavily involved, we’re there to support you and be at the end of the phone when you need us. Our goal is to take away that mental load so you can focus on what you’re good at.
Tax should be a factor in your business decisions, but never the main factor driving those decisions.
We encourage proactive planning because it’s much easier to set things up correctly from the beginning than to unwind them later. Sometimes unwinding isn’t even possible, or it’s prohibitively costly. When you’re making big decisions, running them past us first means one small change can make quite a difference cost-wise or freedom-wise.
During Covid we found ourselves counselling clients through bad situations—people who’d built businesses their whole lives suddenly facing potential collapse. That counselling and coaching aspect is about enabling people to do what they want to do with financial freedom and peace of mind.
You shouldn’t have to become a tax expert to run your business successfully.
Our ethical approach means we only charge when we’re adding value. There’s nothing worse than charging people money when you’re not helping them achieve their goals. We’re always looking forward with our clients, giving them information that helps them make better decisions, rather than just looking back at what’s already happened.
Tax is our area of expertise
- Compliance Management
Handles all your income tax, payroll, and fringe benefits tax obligations proactively, ensuring you never get nasty surprises from IRD whilst staying fully compliant with all requirements. Read more.
- Transaction Tax Advisory
Provides strategic guidance for major business transactions, helping you structure deals optimally and work with your legal team to execute documentation that achieves the best tax outcomes. Read more.
- International Tax
Navigates the complexities of cross-border taxation, ensuring your international business activities comply with both New Zealand and foreign tax laws whilst minimising your global tax burden. Read more.
- Effective Structuring
Designs optimal business and investment structures that provide tax efficiency, asset protection, and operational flexibility as your wealth and business interests evolve over time. Read more.
- Effective Tax Planning
Develops proactive strategies that legally minimise your tax obligations whilst ensuring compliance, helping you keep more of what you earn through smart timing and structuring decisions. Read more.
- Transfer Pricing
Review inter-company pricing policies and documentation, ensuring your related-party transactions meet IRD standards whilst supporting your business operations effectively. Read more.
Curious about which tax strategies could benefit your specific situation? Let’s discuss your opportunities for tax optimisation.
Helping you plan and grow
Many business owners don’t realise that simple decisions can have significant tax consequences. Timing of transactions, choice of business structure, and even how you document arrangements can dramatically impact your tax obligations. Getting these wrong often creates problems that are expensive to fix later.
IRD’s sophisticated systems mean they can easily identify inconsistencies and non-compliance patterns. You might be inadvertently triggering audit flags through poor record-keeping, incorrect classifications, or missed deadlines. These issues compound over time and can result in penalties that far exceed the original tax obligations.
Estate and succession planning mistakes can cost families hundreds of thousands in unnecessary taxes. Without proper structuring, your lifetime’s work could be significantly diminished when passing to the next generation. These require forward planning and strategic implementation.
Our expertise is your gain
- Maximised after-tax cashflow for your business.
Through strategic tax planning and structuring, you’ll keep more of what you earn whilst remaining fully compliant with all tax obligations, improving your business cash flow and personal wealth building.
- Peace of mind executing transactions.
Whether handling day-to-day operations or major one-off transactions, you’ll have confidence that everything complies with tax laws, eliminating stress and reducing compliance risks for your business.
- Strategic planning for large transactions.
You’ll be able to plan major deals knowing the tax implications upfront, working with your legal team to structure optimal documentation and achieve the best possible outcomes before committing.
- Compliant trading across jurisdictions.
Your business structures and documentation will comply with New Zealand tax laws and, with UHY International network support, international requirements for seamless global operations and growth.
Understanding your situation
Your tax planning journey starts with understanding your current situation and future goals. We’ll review your existing structures and obligations, identifying opportunities for improvement and potential risks that need addressing. We’ll give you clear explanations of where you stand and practical next steps.
We work proactively throughout the year, not just at tax time. Regular communication helps us spot opportunities and potential issues early, when they’re easier and less expensive to address. You’ll have direct access to our team when questions arise, and we can alert you to significant regulatory changes that could impact your business.
Our collaborative approach means we work alongside your legal advisors, financial planners, and other professionals to ensure coordinated advice that serves your overall objectives. You get the benefit of our technical expertise without losing sight of your bigger picture goals.
Ready to transform tax from a headache into a strategic advantage? Call us and connect to possibility.
Ready to get started?
Connect with UHY Haines Norton Auckland and discover what's possible for your business.
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