Each year, the Rua Rautau series brings together leaders and thinkers to address the evolving relationship between Māori and Pākehā in Aotearoa New Zealand, and to challenge the nation on…

JBWere NZ Bequest Report follow-up: ‘Women in wills, a unique role in the great wealth transfer’ There is a certain irony in where we’ve landed.

JBWere, a leading provider of investment management and philanthropic impact services amongst private clients and in the for-purpose sector, is delighted to announce the appointment of Matthew Williams as Senior…

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…

We recently released the 2025 Bequest Report, which looks at the trends, behaviours and opportunities around charitable bequesting in New Zealand.

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.

JBWere supports the release of the Charities Amendment Guide to explain what charities need to know to satisfy the new regulations.

An additional change that comes out of the Charities Act 2005 review, but was not included in the Charities Amendment Act 2023, involves increasing the transparency on accumulated funds held…

The start of the year is a good time to stop and reflect on priorities and what is important to you.