TRUSTS & ESTATES
Your trust, taken care of.
Tax returns, financial statements, distributions, estate administration. We handle the compliance. You get on with things.
WHY TAX LINK
Trust compliance has got more involved. That's our problem, not yours.
The rules around trust tax returns, financial statements, and beneficiary disclosure have all expanded in recent years. We stay across every change and make sure your trust stays compliant, filed on time, and structured well.
01
We know trust tax inside out.
IR6 returns, beneficiary schedules, settlor disclosures, distribution resolutions. We prepare it all and file it on time, every year.
02
We'll tell you what's changed.
The trustee rate went to 39% in April 2024. Disclosure requirements expanded in 2022. The Trusts Act landed in 2021. If it affects your trust, we'll let you know what it means and what to do.
03
Straight talk on whether it's still worth it.
Some trusts no longer justify their costs. We'll give you an honest view on whether to keep yours, restructure, or wind it up.
04
Estate work handled with care.
When someone dies, there's tax to deal with at a difficult time. We take the compliance off your plate from the first IRD notification to the final distribution.
WHAT WE COVER
From setup to wind-up, and everything in between.
Trust Tax Returns
IR6 preparation and filing with full disclosure compliance, including the IR6B, IR6S, and IR6P schedules filed alongside it.
Trust Setup
IRD number applications, trust deed review, bank accounts, initial elections, and myIR registration.
Financial Statements
Profit and loss, balance sheet, and supporting schedules, prepared to the standard IRD expects.
Trust Wind-Up
Final returns, asset distribution, property transfers, and IRD account closure. We work through all the tax implications first.
Distributions & Allocations
Optimal income splitting between trustees and beneficiaries, with properly documented distribution resolutions.
Estate Administration
Terminal tax returns, estate IRD numbers, estate IR6 filing, tax clearance, and final distribution support.
01
IRD notification and estate setup
We notify IRD, apply for a separate estate IRD number, and identify the full tax position.
02
Terminal tax return
The deceased's final IR3, covering income from 1 April to date of death.
03
Estate returns
IR6 returns for income earned after death, at the lower 33% estate rate for up to four years.
04
Tax clearance and distribution
We help you get clearance from IRD before distributing, then close the estate's tax account.
DECEASED ESTATES
Dealing with tax after someone dies.
There's a clear process to follow, and we've done it many times. We handle the paperwork and the IRD communication so you focus on your family.
GET STARTED
Got a trust or estate to deal with? Let’s talk.
Tell us a bit about your situation and we’ll take it from there.
ADDRESS
Unit 1, Level 1, 275 Cashel Street, Christchurch
PHONE
(03) 379 8735