Do you want to save substantial taxes while preparing Estate & Trust tax returns?
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and may reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, arranging business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Are you aware that Estate and Trust taxation is a highly specialized practice?
We have the requisite training, experience and expertise to deal with the complexities of Estate and Trust taxation and endeavour to proactively analyze and identify tax planning opportunities in a manner that will preserve client wealth and minimize tax liability, always with our evolving tax laws in mind.
We work with a network of wealth management professionals to provide a wide range of tax services to executors, trustees, high net-worth individuals and their families, First Nations, charities, and employers offering executive compensation programs.
What about sharing your estate with the family and not the government?
Not only can we help you with tax returns for living trusts, we can also help you at life’s end. Unfortunately, the government often wants a share of your estate even after death. Hopefully, we will be able to assist you or your loved ones in planning for this time.
There are often decisions and elections that can be made on final tax returns and estate returns to save substantial taxes.
We encourage you to contact us for a complimentary consultation and to seek help if you are an executor.
We also encourage you to document in your will that your own executor seek tax advice.