Tammy McLeod

Tammy leads the Davenports Trust Team and has been a principal in the firm since 2006. She enjoys providing clients with advice and assistance on a broad range of issues involving the structuring and establishment of asset plans, interpretation of trust deeds, the management and administration of trust funds and trust disputes. An important part of Tammy’s practice is reviewing existing asset holding structures to ensure they achieve the needs and requirements they were established to meet. She is also experienced in Property (Relationships) Act issues and advises clients on both contracting out agreements and separation.

She is only one of a handful of lawyers nationally who specialise solely in the area of trusts and asset planning, and is one of the leading lawyers in her field. Tammy is a past president of the Auckland Woman Lawyers’ Association and immediate past vice-president of the North Harbour Club, a charitable organisation on the North Shore. 

Tammy loves reading, the gym and is a keen baker. She spends her time outside of the office with her husband and two young boys.

Recent work:

• Advising on the implications of the new Trusts Act
• Advising on the best asset structure for families with complexities
• Advising New Zealand trustees moving to Australia on how to restructure for tax purposes
• Reviewing existing trust structures to rationalise and condense to minimise the number of required entities
• Advising on how to structure bank borrowings to limit exposure under guarantees and other security, as well as achieve deductibility
• Preparing relationship property agreements to protect assets
• Advice on asset planning when moving to New Zealand from overseas
• Resettling trusts on more modern and flexible terms to better benefit beneficiaries
• Advising parents on the best way to assist their children into property