Tax & Estate Planning

Tax + Estate Planning

For high-net-worth investors, it’s crucial to have comprehensive estate planning, including wills and powers of attorney, to protect your wealth, estate and beneficiaries. This is especially important if you have multiple properties, dependents, a family business, blended families or other complex financial needs. A family trust can be a vital tool to reduce a large tax burden upon death and transfer your assets. Proper documentation and planning are essential to ensure your wealth is managed and distributed according to your wishes.

Our clients benefit from a panel of trusted external partners that specialize in complex tax and estate planning and trustee services. A member of our Avenue portfolio management team will be actively involved in those meetings and serve as an independent sounding board.

General tax
and estate planning

  • Drafting a will to ensure your assets are properly distributed after death
  • Designating Powers of Attorney to act on your behalf and handle your financial and healthcare decisions if you are unable to do so
  • Selecting the Executor to help administer the entire estate upon death
  • Setting up trusts for clients who own multiple properties, businesses, or have a large stock or real estate portfolio to avoid probate and minimize their tax burden in the transfer of wealth

How Avenue can
help tax-sensitive clients

Avenue is committed to building customized portfolio solutions to reduce your tax burden. If appropriate for the client, this can be achieved in the following ways:

  • Structure your portfolios to ensure interest-bearing securities are held in the correct accounts¬†
  • Build a lower turnover portfolio to trigger less capital gains
  • Build a lower yielding portfolio to minimize your annual tax bill
  • Administer individual pension plans (IPP) to accrue retirement income on a tax-deferred basis
  • Refer clients to trusted tax and legal professionals to work alongside our team

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