Tax Migration Planning

Your migration journey can be very personal, and require ongoing advice over a period of years. You need an advisor you can trust, and relate to. NZ Tax Desk will be that trusted advisor, we enjoy developing long term relationships clients and their families.

We can assist you with tax residency planning and advice for your migration journey – from your initial residency consultation and recommendations, right through to either moving assets to New Zealand or maintaining them offshore.

Leaving New Zealand? We can also assist with your outbound migrant process and the myriad of tax issues that you will need to work through. This is a complicated area of tax law and one that is constantly under scrutiny from the Inland Revenue.

Useful information to help understand your tax residency journey:

• New Zealand Tax, an Introduction for New Residents
  
• Need residency tax advice? How does it work?
  

Offshore Investment

If you are investing in New Zealand, you need advice on your New Zealand tax obligations. No matter where you are tax resident, if you receive income in New Zealand it creates tax obligations here. NZ Tax Desk are specialists in advising on the New Zealand tax implications of inbound investments. 

You will also need to ensure you have the right ownership structure in place. This is where we will work alongside your local tax advisor to ensure that you have a structure that works for both New Zealand and offshore.

Trusts and companies, offshore pension funds

Offshore Trusts, dual resident companies and the transfer of pension funds have all become hot topics with Revenue Authorities throughout the world. This is an area where New Zealand has been particularly focused, re-writing the legislation on taxing pension transfers and corresponding with foreign Revenue Authorities to identify offshore assets and income. Our tax legislation can even pick up foreign inheritances.

This is a technical area in which we have extensive experience.