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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

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

Children Contesting a Will under the Family Protection Act 1955

When preparing a will, you’re stating how you wish to distribute your assets when you die. Our clients are often unaware that if you are a parent, under the New Zealand Family Protection Act 1955Read more

Approachable and Friendly Rachael

Known around the office for her sense of humour and friendly nature, Gallie Miles Legal Executive Rachael Courtman has a natural affinity for Estate Administration work. Here, we get to know theRead more

Pragmatic Shelley

When you chat to Gallie Miles partner Shelley Greer, it’s not hard to see why she’s described by clients as being efficient and pragmatic. “Shelley is a very good communicator and promptlyRead more

A smooth transition

Retired couple Mary and Ross Karl spent most of their lives running their dairy farm in Ohaupo. When the time came to move into a retirement village earlier this year, they called on Gallie Miles’Read more

Event - Every Women’s Guide to Relationships, Property and Money

Together with Tracey Hancock (Life planning & mindset coach) and Janet Natta (Financial adviser and owner of Smart Money Advice), Gallie Miles is bringing you this seminar series 'Every Women'sRead more

Gallie Miles gets behind Te Awamutu community food forest project

After reading an article in the Te Awamutu Courier about the community food forest project, a forest of fruit trees planted on public land around Te Awamutu, Gallie Miles has donated $1000 to supportRead more

From the ground up – Landmore Agri

Starting at the bottom of the business sweeping floors and building silos, brothers Shayne and Matthew King have worked their way up to full ownership of Landmore Agri. Sue Garmonsway and the GallieRead more

What's next?

Speak with our legal team!