Sarah Kelly

Practice Areas

Sarah specialises in advising and acting for individuals and their family offices to obtain New Zealand permanent residency under the residency by investment visa pathways.

Sarah regularly provides advice to both foreign and New Zealand legal and accounting firms, financial institutions, executors and trustees, professional trustee companies and family offices. Her expertise includes: advising domestic and international high net worth individuals in relation to asset and estate planning, offshore and domestic trusts, immigration by investment, relationship property agreements, estate administration and trust law, administration and governance; wills, relationship property agreements, trusts, family offices and other arrangements for wealth and estate planning purposes; resolving family disputes, the interplay between trusts and relationship dissolution, and applications to court for orders relevant to trusts; the law, administration, governance and compliance of charities; and the law, administration, governance and compliance obligations of foreign trusts.

Sarah is also an expert in AML/CFT laws, regularly providing advice to reporting entities in relation to their AML/CFT obligations. She is also experienced in AML/CFT audits and delivers AML/CFT training to a number of businesses.

Sarah regularly advises a number of financial institutions (both in NZ and offshore) in relation to the Automatic Exchange of Information laws.

Sarah has completed a STEP Diploma in Trusts and Estates and is a member of the Society of Trust and Estate Practitioners.