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June 13, 2024

Service Areas

Offshore Investment and Trust Structures

Certain offshore strategies can be effective for high net worth individuals. However, to the uninitiated, the offshore world is complex, confusing, and fraught with difficulties. The Canadian tax legislation in the international area is extremely complicated. In addition, it can be difficult to find reliable people in foreign jurisdictions to assist with implementing tax-planning structures.

Our extensive experience in implementing international structures, our contacts through the Society of Trust and Estate Practitioners (STEP), and our other connections uniquely qualify us to implement an international tax plan.

The scope for international tax planning very much depends on individual circumstances. In advising high net worth clients and recent immigrants to Canada, we evaluate the possibility of an international tax-planning arrangement that involves either an offshore company or an offshore trust, always on a case-by-case basis. We undertake this work only when a client agrees to comply with all Canadian disclosure requirements, including completing foreign reporting forms.