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Trust & Estate Filing

Trust and estate filing can often be confusing, which is why our in-house team helps simplify the process and make sure everything is accurate in order to protect your family’s hard-earned assets. A testamentary trust is created by a will and is the most common form of trust. Income earned after death must be reported to the CRA. This includes:

  • Investment income

  • Business Income

  • Rental Income

  • Capital Gain Income

  • Annuity settlements

  • CPP death benefits

It is important to note that the three types of testamentary trusts are taxed differently:

  1. Graduated Rate Estate (GRE) is taxed like normal and is in effect for 36 months after passing. After the 36-month period, this money will be taxed at the highest rate. 

  2. Qualified Disability Trust (QDT) is a trust that qualifies for the lower tax rates provided that the sole beneficiary of the trust qualifies for the Disability Tax Credit.

  3. Other Testamentary Trusts (OTT) are taxed at the highest threshold. This is why it is important to deal with GRE trusts within 36 months, as it can save you and your family thousands of dollars. 

Trust & Estate FilingServices  In Oakville

Trust & Estate Filing

Welcome to Henderson Roller Partnership, your premier destination for Trust & Estate Filing Services in Oakville. Our seasoned professionals specialize in providing comprehensive and meticulous tax services for trusts and estates, ensuring compliance with regulations and maximizing financial benefits.

Trust & Estate Filing Services in Oakville:

  1. Expert Trust and Estate Tax Planning: Henderson Roller Partnership is dedicated to optimizing your tax position through expert trust and estate tax planning. Our team works closely with trustees, executors, and beneficiaries to develop customized strategies that align with your unique financial circumstances.

  2. Accurate Fiduciary Tax Return Preparation: Trust us to handle the intricacies of fiduciary tax return preparation. We meticulously gather and analyze financial information to ensure accurate and compliant filings for trusts and estates. Our goal is to maximize benefits while maintaining adherence to all relevant tax regulations.

  3. Beneficiary Tax Planning: For beneficiaries of trusts and estates, understanding the tax implications is crucial. Our specialists provide comprehensive beneficiary tax planning, guiding you through the complexities to minimize tax liabilities and optimize your financial outcomes.

  4. Estate Administration Support: Navigating the tax landscape during estate administration can be challenging. Henderson Roller Partnership offers valuable support, helping executors fulfill their tax obligations efficiently and ensuring a smooth transition of assets to beneficiaries.


Why Choose Henderson Roller Partnership for Trust & Estate Filing?

  • Specialized Expertise: With specialized expertise in trust and estate taxation, our team brings in-depth knowledge to handle the unique challenges associated with these financial structures.

  • Comprehensive Compliance: Trust and estate tax regulations can be complex and ever-changing. Henderson Roller Partnership is committed to ensuring that your filings are in full compliance with the latest tax laws.

  • Personalized Solutions: We understand that each trust and estate is unique. Our personalized approach means that our services are tailored to meet the specific needs of your trust or estate, ensuring optimal tax outcomes.


Secure Your Financial Future with Henderson Roller Partnership:

Trust Henderson Roller Partnership in Oakville for reliable and expert Trust & Estate Filing Services. Contact us today to schedule a consultation, and let our experienced team guide you through the intricacies of trust and estate taxation, providing accurate, compliant, and personalized solutions to safeguard your financial future. Your peace of mind is our priority.

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