There’s a common myth that Canada doesn't have an inheritance tax, but before you start making financial plans or decisions, having the full picture is important. Whether leaving an inheritance or expecting to receive one, know the tax implications ahead of time. 14 Apr

Myths & Misconceptions About Inheritance Tax in Canada

Estate Planning in Canada is an essential step that helps you manage your assets as you wish while minimising tax difficulties for the beneficiaries. Although there are no inheritance taxes, addressing key tax considerations helps protect your legacy and care for your loved ones. 22 Feb

Proactive Steps to Minimise Your Estate’s Tax Burden

Canadian Inheritance Tax on Property: What You Should Know | Property Pitfalls | Real Estate | Capital Gains Tax | Estates Gone Wrong 16 Feb

Canadian Inheritance Tax on Property: What You Should Know

This guide will help you explore the key aspects of inheritance tax in Canada for non-residents, taxes on property, and cross-border tax concerns for Canadians inheriting overseas. 24 Jan

Canadian Inheritance Tax 2025: Frequently Asked Questions

This article explores how the new tax laws in 2025 could affect your estate plan, the potential impact on estate tax exemptions, gifting strategies, trust structures, and capital gains taxes, and what actions you should take to protect your estate. 09 Jan

How New Tax Laws Could Affect Your Estate Plan: 2025

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully! The gifts and estate tax is a tax on any unilateral transfer from one person to another. Joint ownership does not eliminate taxes. 26 Dec

Using Joint Accounts & Gifts to Avoid Estate Tax: Tread Carefully!

Inheriting Real Estate in Canada: What You Need to Know 20 Dec

Inheritance Tax & Cross-Border Rules: What Canadians Need to Know

Strategies to Reduce Your Final Tax Return | Could paying a little more now provide significant relief on your final tax return upon death? 06 Dec

Strategies to Reduce Your Final Tax Return: Canada

There’s no escaping taxes when settling an Estate. An executor/trustee is responsible for filing tax returns for both the deceased and the Estate itself. Here is a preliminary list of tax activities to consider throughout the settlement process... 04 Dec

Estate Settlement and Taxes: What You Need to Know

If you’re a business owner, your company is likely your most valuable asset. To ensure it survives after you’re gone, you first need a succession plan that will provide a smooth transition of the business. In addition, you need an estate plan that effectively addresses the tax impact of transferring your ownership interests to the next generation. 03 Sep

Business Succession & Estate Planning Should Be Inseparable

Tax Considerations for Inherited Properties: What You Need to Know | Property Pitfalls | Real Estate | Estates Gone Wrong 15 Feb

Tax Considerations for Inherited Properties: What You Need to Know