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

NEXT ONLINE PRESENTATION
Our next online presentation is on Wednesday, 8 May 2024 (8.00 am to 9.00 am).

Transition Challenges for Global Families with Terry Baucher, Baucher Consulting

The Baby Boomers, the richest generation in history, are aging and starting to pass away. A colossal transfer of wealth is underway to their descendants, many of whom live all around the world in jurisdictions with different tax laws and trust practices.  What are the emerging tax issues that trust, estate and taxation planning practitioners need to be aware of?  What are the implications of the UK announcing the end of its “Non-Dom” tax regime?  With children and grandchildren overseas, where should executors be tax resident?  In this presentation, Terry Baucher of Baucher Consulting, will speak to these issues, challenges and highlight the emerging risks of an increasingly important area of practice.

Click the link below for more information and to register.

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.

2024 Calander of Events

Seminars (Royal NZ Yacht Squadron, 7.15 am to 9.00 am)
Wednesday, 27 March 2024
Wednesday, 19 June 2024 (followed by a short AGM)
Wednesday, 18 September 2024

Christmas Function (Venue to be confirmed, 5.15 pm to 7.30 pm)
Wednesday, 27 November 2024

Webinars (Zoom online, 8 am to 9 am)
Wednesday, 24 May 2024
Wednesday, 16 October 2024
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

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