Careful Planning will prevent you and your family from losing 50% of your nest egg to Government taxes.
Careful Planning will prevent you and your family from losing 50% of your nest egg to Government taxes.
You may be heading towards a substantial tax exposure at sale or at death. We can help manage your passive income stream in a tax-efficient way.
High Income Earners! don’t let taxes become your biggest expense. There are ways to minimize your tax exposure with careful planning.
Careful Planning will prevent you and your family from losing 50% of your nest egg to Government taxes.
Structure is everything
Calculate your total tax liability at death
Use T-SWP (T series funds) to receive tax-free income from your investments
Take advantage of tax loopholes
Donations can be an efficient tool for estate planning
Utilize your Capital Dividend Account to receive tax-free dividends from your corporation