Estate and trust tax services

Accounting and assurance services

Income taxes can be a significant cost and drain on your estate. A comprehensive strategic tax and financial plan can help to mitigate the reduction of your estate's value.

At HLW, we can assist you with current and post mortem income tax planning, and structuring estate freezes.

We can also assist by helping you review the potential use of trusts for income splitting purposes and the tax advantage of charitable gifting.

Our services also include the preparation of terminal tax returns and any required testamentary trust tax returns.