These documents are often associated with ‘old’ people, who are losing their mental capacity.  And yes, we agree, having Enduring Powers of Attorney in place are very important at that stage of life. However, we recommend that all of our clients put the two Enduring...
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How does using an adviser add 5% to your annual returns?

Research recently carried out in New Zealand by Russell Investments, recently confirmed the findings in the USA and Australia, that using an adviser can add 5.2% pa to a clients portfolio returns. There are three areas that advisers make a difference to their clients investm...
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The Ministry of Justice has released an online collection of information for people navigating a relationship break up.It says while it has had a lot of helpful information on its website, it has been told it could be overwhelming."We took a look at how we were pre...
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Our support team at Beany are asked this question frequently so if you've ever wondered.......The short summary is that if you are a Beany client there is very little additional cost and 3 key advantages - read the  blog (I'm a Sole Trader, Should I restructur...
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Changes to the Trust Law

November 20, 2019

Being a Trustee is NOT a box ticking exercise, it is a serious responsibility.

Over the last 4 (or 17 depending on your source) years new legislation for Trusts has been working it’s way through the consultation and legislative process.It has now been passed into law as the Trusts Act 2019 and it comes into effect on January 30th 2021 and replaces tw...
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On 27th August 2019 - more changes were introduced for Landlords and Tenants - but these didn't seem to have as much publicity as the 'warm and healthy homes' changes but are important. These changes were in the Residential Tenancies Amendment Act 2019 and include the foll...
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When we meet with our clients we spend most of our time talking about what has happened in the last year, and how clients are going in terms of reaching their goals.  One of the main goals for our clients is having a financially comfortable retirement. As a consequence, we...
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At Moneyworks, we aren't fire and general insurance specialists, but it is our job to make sure that our clients understand the issues that they have to think about in relation to these types of insurances (car, house, contents etc).  We work with Bridges Insurance Brokers...
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