Estate and Trust Tax Services

Our services related to estate and trusts can be divided into two groups

Testamentary
Trusts

Trusts established by a Will and formed on the death of an individual.

These trusts are called testamentary trusts and can present some significant compliance and tax challenges for trustees and beneficiaries of the estate.

The death of a loved one can sometimes result in unexpected tax outcomes and complexities. We can help guide executors through their duties, reporting requirements, tax issues and tax minimization strategies. Often this is new territory for executors and we can work with them to fulfill their obligations to the estate. We also can assist with estate planning with individuals to ensure that their wishes are fully understood and to address potential tax issues for the estate in advance, where possible.

Services provided to our clients include:

Intervivos
Trusts

Trusts formed by
a living individual.

These trusts are typically used to plan for asset protection and tax minimization strategies.

Although some use of intervivos trusts in corporate planning has been curtailed, trusts can still provide useful solutions.

We offer services to our clients in respect of planning and tax compliance for intervivos trusts as a mechanism for distributing surplus assets of a company, asset protection and for multiplying the lifetime capital gains exemption for beneficiaries.

 

Please get in touch with us for an explanation of what trust services we can provide to help you.
Who We Are

We've got this

Our experienced team is ready to provide you with professional and caring service to help you today.

Who We Are

We've got this

Our experienced team is ready to provide you with professional and caring service to help you today.

Who We Are

We've got this

Our experienced team is ready to provide you with professional and caring service to help you today.

Client service, fresh thinking and approachability are at our core.

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