JBWere New Zealand and Jarden Wealth officially unite under a single name today – JBWere – marking a major milestone for the leading wealth management and investment advisory firm.

As we reach the halfway point of the year, it’s fair to say 2025 has been extraordinary by any standard.

With trade-related concerns easing for the time being, market and investor attention has turned elsewhere.

Terms like volatile or unpredictable don’t really do justice to what has been experienced in financial markets over the past month or so.

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…

Jarden Wealth and JBWere NZ will become one wealth management firm under the JBWere name over the coming months.

Heightened uncertainty surrounding U. S. policy, coupled with Trump’s unpredictable tumultuous approach to tariffs, has clearly influenced investor and consumer confidence this year.

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

2025 was always expected to bring its share of surprises and curveballs for investors.

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.