Tax Planning Specialists
Minimize your tax burden and maximize your wealth through strategic tax planning with qualified tax specialists who understand New Zealand's tax system.
Find Tax SpecialistWhat is Tax Planning?
Tax planning involves analyzing your financial situation and structuring your affairs to minimize tax liability while remaining compliant with tax laws. It's about making strategic decisions throughout the year to optimize your tax position and maximize after-tax wealth.
Strategic Planning
Proactive approach to minimize tax through legal strategies and proper timing of financial decisions.
Wealth Preservation
Protect and grow your wealth by keeping more of what you earn through efficient tax structures.
Compliance Assurance
Ensure all strategies are fully compliant with New Zealand tax laws and IRD requirements.
Tax Planning Services
Tax-Efficient Investing
Structure your investments to minimize tax impact through strategic use of tax-advantaged accounts, timing, and investment selection.
Business Tax Planning
Optimize business structures, timing of income and expenses, and take advantage of available deductions and tax incentives.
Property Tax Strategies
Navigate property investment tax rules including depreciation, interest deductibility, and capital gains considerations.
Estate Tax Planning
Structure your estate to minimize tax implications for beneficiaries and ensure efficient wealth transfer across generations.
Retirement Tax Planning
Optimize retirement income streams and withdrawal strategies to minimize tax burden during retirement years.
Tax Compliance & Review
Ensure ongoing compliance with tax obligations and regular review of strategies to adapt to changing circumstances and tax laws.
Common Tax Planning Strategies
Income Timing
Strategic timing of income recognition and expense deductions to optimize tax outcomes across tax years.
- Defer income to lower tax years
- Accelerate deductions when beneficial
- Manage tax bracket optimization
Investment Structures
Utilize tax-efficient investment vehicles and structures to minimize tax on investment returns.
- PIE funds for lower tax rates
- Capital gains vs income strategies
- Trust structures where appropriate
Business Optimization
Optimize business structure and operations to take advantage of available tax benefits and deductions.
- Optimal business structure selection
- Maximize allowable deductions
- Employee vs contractor considerations
Charitable Giving
Strategic charitable giving to achieve tax benefits while supporting causes you care about.
- Donation tax credits
- Timing of charitable contributions
- Asset donation strategies
New Zealand Tax Rates (2024/25)
| Income Range | Tax Rate | Tax on Range |
|---|---|---|
| $0 - $14,000 | 10.5% | $0 - $1,470 |
| $14,001 - $48,000 | 17.5% | $1,470 - $7,420 |
| $48,001 - $70,000 | 30% | $7,420 - $14,020 |
| $70,001 - $180,000 | 33% | $14,020 - $50,320 |
| $180,001+ | 39% | $50,320+ |
Optimize Your Tax Strategy Today
Work with qualified tax planning specialists to minimize your tax burden and maximize your wealth through strategic planning.