Estate Planning
When you have worked hard for your money, and have been disciplined to save and plan for your own retirement, you want to know that you will leave as much as possible for the loved ones you leave behind. How can your family minimize the impacts of capital gains tax from an inheritance?
Family First.
In Canada, when capital transitions from one generation to the next, a tax on accumulated wealth is also inherited. We cannot tell you that this tax can be avoided entirely, but with proper planning, strategic moves can be made to minimize the impacts felt by your heirs.
At Rutwind Brar, we monitor these potential issues throughout our relationship with our clients, providing expert advice based on best practices at regular intervals along the way. Estate planning can be as individual as the client and we work with you through the complexities of tax law to retain as much of your wealth as possible within your family.
We may also recommend a collaborative relationship with your legal advisors. This ensures that your intentions are clearly communicated on all documentation which will represent your wishes after your passing.
What Our Client Say’s
"Discover what our clients rave about! Hear firsthand how we've made a difference in their business."
Lee TappendenAccounting services for home and business. A+++ Very Professional.
Carla CugliettaI have been using RB for the last few years for our non-profit. They are very professional, patient and great to work with. I highly recommend them.
Raj MankooBeen using this firm for years and they always do an awesome job, do not hesitate to get work done by them
Bianca Giovanniepresent themselves with a smile and always do a great job!!! , thanks guys !!!
Bri BotsfordI've had such great experiences with everyone I've encountered at Rutwind Brar. Philip has made a significant effort to understand my business and has helped me grow my business through some very challenging times. Thank you to the whole team at Rutwind Brar!
Scott SuttonThey have done work for our non-profit skating club for the last few years. In this time we have had no problems and the staff has been wonderful to work with. I would recommend this company all day long. Keep up the great work
Mike BurgoyneI can't say enough about the level of service I continue to receive from everyone at Rutwind Brar. I started working with Philip years ago and even now, he continues to make time for me when needed. The business we bring the firm is very small, yet still I receive all the help as if we were a high-level client. It's more important for us now than ever as non-residents, having someone looking after us as they do is invaluable. Thank you to the team at Rutwind Brar.
Robby SharmaHave been using the team at Rutwind Brar for a couple of years and have found them to be professional and very knowledgeable. Have suggested my friends and family use them and they've had the same dealings. Bravo team!!
John HollandGreat bunch of people, they do my personal taxes as well as the place where I work. Very friendly Staff.
Sam DCame to Rutwind Brar and cannot be more pleased. Great service from the start to the finish. Recommend to all and reasonably priced overall. I’ve been to many accounting firms in the past, never felt so comfortable and taken care of- shout out to rajneet and sukhi!
