Clear accounting and tax advice for trusts, estates and the families and law firms behind them
We work alongside solicitors, executors and trustees to provide prompt support and make sense of trust disclosure requirements with practical tax advice and reliable financial information for trusts and estates.
What you get with Cross Group
Practical support to help you manage the numbers and plan ahead with confidence.
Clear accounts
Understand what your trust or estate owns, what it owes and how funds have moved during the year.
Tax confidence
Know what needs to be reported, when tax is due and what to consider before making distributions.
Advice in partnership
Accounting and tax support that works alongside your solicitor’s advice and your family’s longer-term plans.
How we help
Trust accounting and tax
- Trust tax reporting and disclosure requirements
- Reconciliation of beneficiary current accounts, deeds of distribution and related-party loans
- Annual financial statements and income tax returns
Estate accounting and tax
- Outstanding and final personal tax returns
- Estate tax advice, whether a non-active declaration or income tax returns from the date of death
- Annual financial statements if required under the Trust Disclosure Rules
Planning and ongoing support
- Tax considerations for proposed distributions and asset transfers
- Accounting and tax support for trust wind-ups to vesting date
- Completion of estate administration to cessation and full distribution
- Support with succession planning and trust wind-ups, alongside your solicitor
Emma Wilson
Accountant
Clear, prompt financial information and practical tax support for solicitors, executors, trustees and families.
Emma works alongside solicitors on trust and estate matters, providing clear, prompt financial information and practical tax advice. With an agreed scope and regular communication, we help your team progress matters and keep clients informed.
Email: Emma.wilson@crossgroup.co.nz
Frequently asked questions
Can you help us understand our trust accounts?
Yes. We can explain the assets, liabilities, income and expenses, and walk you through beneficiary balances and distributions so you understand how everything fits together.
Can you help with the accounts after someone has passed away?
Yes. We can help with the accounting and tax compliance for the deceased person and their estate, working alongside the solicitor and executor. We understand this can be a difficult time and will explain what information is needed, step by step.
Can you work with our solicitor?
Yes. Many solicitors will come directly to us to coordinate the accounting and tax compliance.
Ready for clear trusts and estates support?
Whether you’re managing an existing trust, administering an estate or thinking about the next generation, we’re here to help. Email Emma and tell us what you need support with.
Email Emma