If you are considering investing in New Zealand as part of your global wealth management strategy through the Active Investor Plus (AIP), Business Investment Visa, or Parent Retirement Visa, obtaining specialist tax advice should be a key part of your planning from the outset.  From assistance in determining the tax implications of various investments, to future strategies for ongoing wealth management and accumulation, the right advice at the outset can reduce future risk, improve certainty, and provide a clear and practical framework for investing in, and settling in, New Zealand. 

 

We have years of experience providing tax advice to investor migrants and their families before arrival, throughout the investment period, and as they settle in New Zealand.  We work alongside Invest New Zealand, immigration advisers, fund managers, wealth advisors, and offshore professionals to deliver coordinated, strategic advice at every stage of the AIP, Business Investment Visa, or Parent Retirement Visa journey.  As lawyers, our advice is subject to legal privilege, providing additional protection and giving you confidence when dealing with complex or sensitive matters.

 

Our approach is focused on establishing the correct tax framework from the outset - protecting your position, providing certainty, and addressing complex cross‑border issues.  Where appropriate, we consider what structuring options may be utilised to assist in mitigating the risk of becoming New Zealand tax resident, and how best to achieve an efficient net global result where you continue to navigate obligations across multiple tax jurisdictions. 

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For those investors that ultimately settle in New Zealand, or spend ongoing time in New Zealand which leads to tax residency, it is important to consider how this will impact not just your own tax residency status, but also the tax implications of those entities connected with you, such as companies, businesses and trusts that you are connected with both in New Zealand and offshore.  Most importantly, before you become tax resident in New Zealand you need to consider the impact this will have on those offshore entities and careful planning and structuring should be utilised to ensure, where possible, those connected entities do not get dragged into the New Zealand tax net as well.  Further, if you continue to work while present in New Zealand, you should be aware of the New Zealand tax implications and obligations for that income.

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We support our investor clients every step of the way - from pre‑arrival planning, assistance with advice on the tax structures and implications and investments, through to presence in New Zealand and structuring for entities to remain outside of New Zealand, to full settlement in New Zealand – providing clear, practical advice to protect your position and support long‑term wealth management.

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Accounting and Tax Compliance

While Johnston Law provides legal advice for your taxation needs, our sister company, Migrant Tax NZ, can assist with all the accounting and tax compliance services you may require (such as the preparation of tax returns or supporting figures).  This enables you to have seamless access to specialist legal advice subject to legal privilege, while your accounting and tax matters are managed through fully integrated, specialist solutions at every stage of your journey with only one key contact managing the entire process.

 

Together, the two businesses offer a coordinated and comprehensive service, giving you access to both legal and accounting support in a streamlined, unified way from start to finish.​

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