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Partenariat Fiscal, tax services

Wealth and estate

Post-mortem tax planning

Managing the tax consequences related to the death of a shareholder.

Post-mortem tax planning

The death of a business owner can have significant tax consequences for their estate and the companies they owned.

Certain post-mortem tax strategies can be considered in order to effectively manage the transfer of assets and the consequences arising from death.

Partenariat Fiscal assists estates and families of entrepreneurs in the analysis and implementation of post-mortem tax strategies in Quebec, in coordination with other professionals involved in the case.

An open file and a pen on a dark table, in low late-afternoon light.

On this mandate

Questions about Post-mortem tax planning

What is post-mortem planning?
Post-mortem planning aims to analyze and implement certain tax strategies following the death of a shareholder or business owner in order to effectively manage the tax consequences that may arise.

Contact details

Let’s talk about post-mortem tax planning

A first conversation at no charge, to pin down the need and tell you frankly whether this is the mandate that applies.

Hours
Monday to Saturday: 8:00am to 6:00pm
Territory
Province of Quebec

Write to us

We reply within one business day.