Private Client Taxation

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We provide guidance on all tax aspects of wealth preservation, business succession planning and estate planning, including limiting taxes payable at death, Last Will and Testament planning, using life insurance to pay obligations of the estate, establishing private foundations for charitable giving, creating inter vivos trusts, and administering estates and trusts. We also advise on cross-border tax planning in connection with trust structures, emigration from Canada and departure tax, tax residence issues, and estate freezes.

The full scope of our tax planning expertise includes designing tax efficient structures and negotiating domestic and international transactions including mergers, acquisitions, divestitures, joint ventures, equity investments, debt financings, real estate investments and all ranges of business ventures and transactions. Osler is a leader in corporate tax planning and cross-border taxation issues. We also have deep Canadian and international expertise in capital markets, advising private equity funds and their investors, and structuring investments in mutual funds, ETFs, pension funds and sovereign wealth funds.

Our tax lawyers are integral to the successful structuring of our private clients’ assets and estates and associated business succession and estate planning. They focus on:

  • developing innovative and tax efficient structures, taking into consideration multijurisdictional property, family, or business interests;
  • customized tax planning advice for trusts and Wills to achieve our clients’ objectives while minimizing the tax burden;
  • drafting and negotiating tax aspects of transaction agreements, and other liquidity events and undertaking related due diligence;
  • managing tax risks and ensuring there is no undue risk or increase to existing risk profile;
  • anticipating and handling scrutiny of our private clients by tax authorities and mitigating the potential consequences of that scrutiny (such as assessments/audits and possible additional payments, disputes and litigation);
  • defending audits of tax structures by the CRA and provincial tax authorities; and
  • keeping abreast of all relevant tax legislation, regulations and treaties to ensure compliance, minimize scrutiny from tax authorities, and identify planning opportunities.

No other firm rivals the range and depth of our taxation subject matter expertise, and our development of novel, tax efficient structures allows us to provide unparalleled insight into issues for potential investors.


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