Estate Administration in Montréal
Gyles Rochester can assist with inheritance tax planning designed to mitigate potential inheritance tax liabilities on your estate or business.
Call us today!
None of us like to think about dying. The legislation regarding passing on your Estate to your chosen beneficiaries requires forward planning; the earlier you make these arrangements, the greater your chance of taking full advantage of any the tax opportunities available.
At Gyles Rochester, we can help you to plan ahead and ensure adequate provision for your nearest and dearest. We have a detailed knowledge of the tax regime and can help plan the transfer of your Estate so that you make adequate provision for yourself and your spouse in your later years.
Our estate planning service covers:
- Will planning.
- Exemptions and lower tax rates on lifetime transfers.
- Optimising transfers between spouses.
- Business property and agricultural property reliefs.
Contact us to discuss the options available to you.
Acting in Your Best Interest and That of Your Heirs
- Chartered Professional Accountant
- Accounting and Trust Services
- Financial Tax Advisory Services
- Investment Management
- Estate Administration
- Personalized service to each client
- Meticulous workflow to ensure the best outcome
- Expert knowledge on the financial and legal domains
- Strategic advice for a company, investor, shareholder or individual
Estate Planning and Settlement
Gyles Rochester offers a comprehensive service that will promote protection for your loved ones, including income tax minimization and the effective handling of your assets. We achieve this by examining existing wills or assist in the drafting of your new will, and providing up-to-date knowledge on taxation, including how to minimize taxes payable by your heirs at death and the tax liability year after year.
We can also advise on the establishment and administration of trusts and analyze your insurance plans to ensure adequate coverage is maintained for your estate, including your business. Finally, our team provides a complete accounting service for the estate as well as completion of tax returns.
When a death occurs, we provide expert estate settlement services intended to make a complex and tedious job more bearable, while generating the best tax results. And we focus on developing the new financial plan for the survivors.
Call us today to discuss these plans in greater detail.
Because Life’s Complicated Enough.
It’s About Your Life, Not Just Your Money.
Whether you are in business as an individual, a partnership, an association or a limited company, we are here to help your business succeed by providing continual guidance for your business and practical relevant tax advice.