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Asset Planning

We understand the need to protect your assets and can advise you on all matters relating to asset planning.

Asset planning and protection

We provide advice about the protection of your business assets and strategic planning for the future. This includes advice on the formation, management and winding up of Trusts, trust administration, and transferring  assets in and out of trusts. We also offer expert advice for trustees and can provide an independent trustee service.

  • Asset protection

  • Succession planning

  • Rural succession planning for farming clients

  • Trust advice

  • Trust formation and administration

  • Winding up a trust

  • Transferring assets in and out of a trust

  • Advice for trustees

  • Changing trustees

  • Independent trustee services

Meet our asset planning experts

Read the latest news from our blog

Top tips when providing farm accommodation

Moving Day (1 June) has been and gone which means that not only do the cows have new homes, many employees will also have new accommodation on farm. Understanding your rights and obligations whenRead more

Top tips when separating

We were recently contacted by our client Alan who has separated from his wife Sarah of 35 years. While things are reasonably amicable now, Alan is concerned at how they will split their assets whichRead more

With us all the way

When Gallie Miles clients Blair and Rosie Shaw began the hunt for their first home around eight years ago, life looked a little different. Fast forward to 2024 and the couple have two children, aRead more

Welcome Tabatha

Welcome to Tabatha Brill, who has joined the Gallie Miles team and an expert in Estate Administration.    Tabatha is a Senior Registered Legal Executive and has more than ten years of experienceRead more

Failure to settle property deal costs woman $200,000

A recent case reported by Stuff has cost one woman more than $200,000, after she failed to pay the full amount by a property settlement date. The Kāpiti Coast property was originally listed as partRead more

Introducing Anna

Anna is a Registered Legal Executive who has worked at Gallie Miles since late 2023. She is an expert in Property law and Estate Administration. She has had an extensive career in law spanning moreRead more

The Trust tax rate is changing

Do you have a family trust? From 1 April 2024 the Trust tax rate is increasing from 33% to 39%. Here’s what you need to know.Read more

Defaulting on a property settlement

A recent court ruling involving a judgment of $700,000 highlights the pitfalls of defaulting on a property settlement. Here we take a deeper look at the settlement process and what you need to be awaRead more

We're hiring - Legal Executive - Estates

We are looking for an experienced legal executive with a solid understanding of estate administration to join our team ready to take the next step in their career.  Life at Gallie Miles is relaxedRead more

Christmas closedown 2023

Gallie Miles wishes all of our clients, colleagues and friends a safe and enjoyable holiday season with your loved ones. Our last day of work will be Thursday 21st December 2023. All Gallie MilesRead more

FAQ’s – Estate Administration

Estate Administration is a foreign concept to a lot of people, and it’s not until you’re thrown into the job that you realise you’re not entirely sure what you should be doing.  At Gallie MileRead more

Probate v Letters of Administration

When you die in NZ and you hold assets over the value of $15,000.00 in one place such as the bank or your KiwiSaver investment, a Grant of Probate or Letters of Administration is necessary to allow tRead more

What's next?

Speak with our legal team!