Trust & Tax Management
Melanie has almost 20 years’ experience providing tax and administration advice to Trusts, their Trustees and Beneficiaries. Melanie has specialised in providing tax advice to small to medium sized businesses, trusts and their families, including their investments.
Melanie has over 10 years of Tax experience within Big 4 firms to a Senior Manager level as well as leading the corporate tax team at Guardian Trust (now Perpetual Guardian).
In addition Melanie has advised expatriate employees traveling into or out of NZ and advising them on their NZ tax obligations, including residency, taxation of their investments, the operation of the transitional residence rules, and the impact on their trust in NZ and overseas.
Sarah has over 10 years experience in administering family trusts, deceased estates, wills & enduring powers of attorney and in recent years charitable trusts while working for Guardian Trust (now Perpetual Guardian).
A Team Of Professionals