Helping reduce the burden on your beneficiaries

Under the Canadian tax system, the final tax on estate is due on the passing of the last surviving spouse. Depending on the size of the estate, it can be a significant cash need to pay the tax man. The first step to ensure that the estate has enough cash for the tax man is to calculate the end-of-life tax.

We will calculate the end-of-life tax on an annual basis to ensure that you can plan effectively and reduce the burden on the beneficiaries of your estate.