Tax & Estate
Planning
We understand the importance of protecting your family and beneficiaries during the estate planning process and are here to support you with clear guidance and practical strategies to address complex tax implications that arise.
Our Tax and Estate Planning advisors work with you to understand your goals and develop a plan that reflects your needs while considering tax and regulatory requirements. Our advisors also support families through the duration of the estate, addressing tax matters that arise after death, to allow for a smooth and efficient transition of assets.
Beyond developing tax and estate planning strategies, our advisors are experienced in assisting clients in navigating complex compliance issues for resident and non-resident estates and beneficiaries.
Our specialized team includes Trust and Estate Practitioner (TEP)-designated professionals who are members of the Society of Trust and Estate Practitioners. TEPs provide trusted advice on estate, family, continuity, and succession planning matters including:
Protecting a surviving partner’s financial security while preserving assets for the ultimate beneficiaries
Navigating cross-border tax complexities for globally connected families
Planning for beneficiaries with disabilities in BC
Structuring philanthropy and charitable giving for immediate needs and lasting impact
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