Strategic Tax Planning

Proactive tax planning to help you minimise tax and plan ahead

Effective strategic tax planning ensures you only pay as much tax as you should — while staying fully compliant with New Zealand tax laws.
Many individuals and businesses overpay tax simply because they don’t have a clear plan in place. Our strategic tax planning services provide practical, forward-thinking advice to reduce your tax burden and give you confidence about the future.

Our Strategic Tax Planning Services

Our tailored strategic tax planning services include:

Reviewing your structure to identify tax-saving opportunities
Restructuring for improved tax efficiency
Developing strategies to legally minimise tax for businesses, individuals, and trusts
Ongoing advice on GST, PAYE, and FBT obligations
Guidance on changes to tax legislation and IRD requirements
Assistance with IRD queries and tax-related issues

FAQ's

What is strategic tax planning?

Strategic tax planning involves proactively structuring your finances to minimise tax while remaining compliant with tax laws.

Is tax planning legal in New Zealand?

Yes, tax planning is legal when done correctly. It focuses on using available rules and structures to minimise tax obligations.

Who should use strategic tax planning services?

Individuals, businesses, and trusts can all benefit from strategic tax planning to reduce tax and improve financial outcomes.

Planning Ahead with Strategic Tax Advice

Good strategic tax planning is not just about year-end compliance — it’s about making informed decisions throughout the year. We help you:

Plan ahead to avoid unnecessary tax liabilities
Structure your affairs in a tax-efficient way
Stay compliant with IRD regulations
Adapt to changes in tax rules and legislation

Our approach ensures your tax strategy is implemented effectively, so you can focus on growing your business or managing your personal finances with confidence.

We have been with Shepherd Hensman since we first started out in business in 2002 and they have been there with advice and support as our business has grown and especially as accounting technology has advanced. Our involvement in the live Beta testing, made possible through Shepherd Hensman, of the new MYOB Account Right software, has made transitioning to the latest technology seamless, and their approachable, friendly team are always on hand if questions arise

Marcelo Nunez & Emma Lowe

Wright Wool is a successful wool brokering business in Waipukurau serving the wider Hawkes Bay. We are passionate about our industry and work very hard to ensure our clients receive the highest standard of service. We also insist that our service providers are of the highest calibre and Shepherd Hensman Ltd fit very easily into this bracket. We have enjoyed a fantastic working relationship since we bought into this business. They have helped us develop our business into what it is today. Their staff are always friendly, polite and respectful. They speak in a language we can all understand and they even have a sense of humour! I would encourage any business to employ the services of SHCA as they will be assured of excellent, reliable and honest advice.

Philippa Wright Limited

I am thrilled to share our experience with Shepherd Hensman, our trusted accounting partner. Their exceptional expertise, coupled with their in-depth understanding of tax intricacies, has been an invaluable asset to me. Their team's professionalism, attention to detail, and dedication to our financial well-being truly set them apart. With Shepherd Hensman by our side, we receive top-notch financial guidance but also found incredible value for my money. I can confidently say that they have exceeded our expectations, making them an essential partner for anyone seeking expert accounting services.