Information Session on Wills and Succession Planning

12-1:30pm, Thursday 5 September | GQ New Plymouth 

September is Wills Month: It's the perfect time to stop procrastinating and create or update your Will. While discussions about death and legacy can be uncomfortable, it's surprising how often we neglect planning to support our loved ones and cherished causes. 

In partnership with the Taranaki Chamber of Commerce, join GQ Partner Catherine Grogan, Taranaki Foundation's CEO Josh Hickford and BDO's Principal Gaylene Findlay as they chat all things Wills and Succession Planning at this lunchtime information session. 

Taranaki Foundation Insights:
•    Understand the impact of leaving a charitable gift in your Will
•    Myth busting: Leaving a charitable gift in your will isn't just for the wealthy—it's a practical way for anyone to achieve their long-term charitable goals and create a local legacy
•   Discover how our community’s collective generosity is building resilient, thriving communities for generations to come
•   Find out how Taranaki Foundation can assist in fulfilling your charitable goals

Govett Quilliam Insights:
•   The importance of a Will
•   Key considerations
•   Updating and reviewing Wills and succession plans
•    Avoiding common pitfalls

BDO Insights:
•    Succession planning
•    Understanding the ownership of assets (e.g business vs personal including Trust assets)
•    Importance of communication
•    General tax considerations

Please note this event is complimentary but spaces are limited. To secure your seat at this event simply fill out the form below.

By attending our seminar you give consent to be photographed. Photographs taken may be used by us for marketing and promotional purposes. Please advise us if you wish to be excluded from any marketing materials.