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Tax & Succession Planning

  • Overview
  • Who To Contact
  • Recent Developments

The Aird & Berlis Tax & Succession Planning Team is led by three senior members of our Tax Group. We provide tax and corporate advice combined with the latest in wealth and tax planning techniques to build and preserve wealth while minimizing taxation. Our clients include high-net-worth individuals, chartered accountants, financial planners and charitable organizations. 

Proactive planning is a keystone to our practice. Planning strategies include traditional approaches such as estate freezes, income-splitting arrangements and innovative domestic trust structures, but may also include proprietary planning designed to meet specific needs.

Many years of experience enables the members of our group to combine the best in corporate tax strategies with individual planning to achieve optimal results, while avoiding potential traps that can often catch the unwary planner.