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Client Work

Canadian and international tax planning for high net worth clients

Fasken
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Overview

Client

Confidential

High net worth clients require legal services regarding the interpretation of international tax conventions.

Notably, we advise these clients in matters of:

  • tax and asset planning strategies for ultra high net worth clients, resident and non-resident of Canada;
  • the use of trusts as a tool for asset planning in a Canadian and international context;
  • FAPI rules;
  • rules on resident and non-resident trusts;
  • interpretation of international tax treaties;
  • qualification of foreign entities, foreign tax rules and tax treatment of trust structures in jurisdictions outside of Canada (wealth tax, throwback rules, CFC, PFIC, estate tax);
  • Canadian and foreign tax compliance of Canadian trust structures.
A team led by Jonathan Charron is active in these cases. 

Jurisdiction

  • Québec