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"Keep On Keeping On"
Is US Exceptionalism Fading? Few investment themes generate as much discussion as the concept of US exceptionalism—the belief that the US economy and equity markets consistently outperform global peers.
Philanthropy
Change is constant, and it informs our approach. Our focus on financial developments lets us form a longer range vision and make better decisions for your success.
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Our submission in response to Inland Revenue paper on taxation and the not-for-profit sector
The Inland Revenue’s Issues Paper: Taxation and the not-for-profit sector raises questions about the future of charity income tax exemptions, particularly business income unrelated to a charity’s core purpose, and the additional…
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Bequest Report Insights
We recently released the 2025 Bequest Report, which looks at the trends, behaviours and opportunities around charitable bequesting in New Zealand.
The Bequest Report 2025
Only 55% of New Zealand adults have a will, and just 6% of wills include a charitable gift as part of the inheritances. Bequests account for just 1.
Charities Amendment Guide
JBWere supports the release of the Charities Amendment Guide to explain what charities need to know to satisfy the new regulations.