Connecting estate and tax planning professionals

The Estate and Taxation Planning Council of New Zealand provides a collegial forum for estate and tax planning professionals. Established in 1977, the Council has the following aims and objectives:

  • 1

    To provide a forum to exchange knowledge and enhance skills

  • 2

    To encourage cooperation and fellowship between planning professionals

  • 3

    To help members better serve their clients and the public

  • 4

    To promote member education and professional excellence

Upcoming Member Events

MEMBER XMAS FUNCTION
Our Xmas function is on Tuesday, 19 November 2024 (5.15 pm to 7.30 pm) at BDO Auckland.

Estate Planning in New Zealand – Past, Current and Future with Bill Patterson, Patterson Hopkins

Bill will share his reflections, perspectives and thoughts on estate planning in New Zealand and talk to the key challenges, issues or trends that he sees advisers need to be thinking about for families, settlors, trustees, or beneficiaries.  

Event information HERE
Estate Taxation and Planning Council New Zealand

Membership

We welcome practitioners from the following disciplines:

  • Barristers, solicitors and legal executives

  • Chartered accountants and chartered secretaries

  • Life insurance advisers

  • Financial planners and investment advisers

  • Trustees and trust advisers

  • Other professionals with an interest in estate and tax planning

Please email your completed membership application to the Council. If you need assistance with your nomination or seconding of your application, please contact us.

Subscriptions are $150.00 annually (including GST).

ETPC Events

In Auckland, we hold three breakfast seminars during the year and one evening seminar at Christmas to share knowledge and foster connection among members. We supplement our seminars with online webinars on topical estate and tax planning matters.

2025 Calendar of Events

Breakfast Functions (Northern Club, 7.15 am to 9.00 am)
Wednesday, 26 February 2025
Wednesday, 18 June 2025 (followed by a short AGM)
Wednesday, 17 September 2025

Christmas Function (Venue to be confirmed, 5.15 pm to 7.30 pm)
Wednesday, 19 November 2025

Webinars (Zoom online, 8 am to 9 am)
Wednesday, 7 May 2025
Wednesday, 8 October 2025
Wednesday, 16 October 2024

Committee and Officers

The Council is run by a Committee of elected officers who manage the affairs of the Council. Please email any Committee member if you have a question.

Life Members

We thank the following Life Members for their service to the profession and the Council.

  • Des Trigg

ETPC University Prize Winners

The Estate and Taxation Planning Council has been pleased to support these students with their studies.

Estate Taxation and Planning Council New Zealand

2023
Ellis Thorpe – Massey University
Beth Faulkner – Massey University
Caitlin Walker – AUT

2022
Mateja Brkic – Massey University
Eileen McLeod – Massey University
Smrity Sudan – AUT

2021
Hannah Baker – Massey University
Scott Bersten – Massey University
Nathan Smith – AUT

2020
Rick Willams – Massey University
Hongze Yao – Massey University
Thomas Parker – Massey University
Julie Cleaver – AUT

2019
Stella Gu – AUT
Deborah Nesti – Massey University
Harish Negi – Massey University

2018
Mark Patton – Massey University
Stephen Redwood – Massey University
Tessa Whale – AUT

2017
Joshua King – Massey University
Chris Martin – Massey University
Katie Creagh  – AUT

JOIN US

Contact Us

Email

EMAIL US HERE

Postal Address

PO Box 31-288
Milford
Auckland 0741