Canadian Estate Tax, Succession & Inheritance Tax Planning

Canadian What is Estate Tax and Inheritance Tax in Canada?

In Canada, there is no estate tax; nonetheless, it is vital to plan ahead of time so that your heirs do not have to pay a significant amount of money in taxes before they can get their inheritance.

Personal Income Tax Canada Services

Individual income taxes are as one-of-a-kind as the individuals who file them. We work together with our clients to completely understand their unique requirements and to clients our methods accordingly. Our Canadian personal tax advisors, tax professionals, and support personnel handle tax planning and preparation in a proactive, hands-on manner. We closely monitor existing and proposed legislation to determine the impact on individual financial goals, and we provide ongoing advise in response to our findings.

When putting together an estate or succession plan, it is nearly always necessary to have hard conversations with family and friends about the future. We begin and end the dialogue by inquiring about the client’s priorities. We collaborate with our customers and their families to create customised, comprehensive estate plans for current and future generations that ensure wealth preservation over time. Apart from that, we adapt our recommendations over time to reflect our clients’ changing objectives and circumstances.

Our staff addresses each case with the goal of reducing tax liabilities, simplifying complexity, and providing peace of mind. Among the services we offer are the following:

• Estate and family trust tax compliance
• Services for business transition, succession planning, and estate preparation.
• Plan a charitable contribution.