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Registered company in England & Wales No. 02427356 VAT GB 321 5727 22

Registered address: 188 Fleet Street, London, EC4A 2AG

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  • Article

    Retiring As An Owner Operator

    Over the past few years, there has been increasing media coverage on the effect of the baby boomer generation reaching retirement age.
    CanadaWealth Management
    Crowe
    Crowe
  • Article

    Stop Planning For Retirement And Start Planning For Independence

    The day when you achieve complete financial freedom may come years before you decide to retire. In fact, highly motivated people who enjoy the challenges and rewards...
    CanadaWealth Management
    Lawyers Financial
    Lawyers Financial
  • Article

    Succession Planning Using An Estate Freeze

Looking to found a family business dynasty? Here's a sobering statistic: Only about 10% of family-owned businesses make it past the third generation.
CanadaWealth Management
Minden Gross LLP
Minden Gross LLP
  • Article

    The Common Reporting Standard - What's In Store

    July 1, 2017 is not only Canada's 150th birthday and a cause for great celebration, which we are eagerly looking forward to.
    CanadaWealth Management
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    The Private Wealth & Private Client Review - Sixth Edition

    But Canadians cannot be complacent. Lurking beneath the surface is a variety of undercurrents that spell potential turbulence and trouble ahead.
    CanadaWealth Management
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    To Protect Yourself And Clients, Rethink Trusted Contacts

    I get the best ideas for my articles from the questions advisors ask during my presentations, and this article is no exception. The speaking engagement was "Seniors, scams and fraudsters"...
    CanadaWealth Management
    Babin Bessner Spry LLP
    Babin Bessner Spry LLP
  • Article

    5 Succession Planning Tips

    A solid company succession plan not only helps you sleep nights; it's also a retention and motivation tool.
    CanadaCorporate/Commercial Law
    Fuller Landau
    Fuller Landau
  • Article

    In Case You Missed It – The Importance Of Enhancing ESG Disclosure: OSC Roundtable On ESG-related Issues In Asset Management

    As we round out 2021, our ESG and Sustainability team is highlighting key developments in securities regulation that may have slipped by unnoticed in recent months.
    CanadaFinance and Banking
    McCarthy Tétrault
    McCarthy Tétrault
  • Article

    Hello, This Is Your Money Speaking

    That tiny voice in your head? Mostly, that's you. But sometimes, maybe, it's your money, and you might be surprised to hear it's on your side. Learn how we can help you make the most of it.
    CanadaWealth Management
    Lawyers Financial
    Lawyers Financial
  • Article

    Guidance On Permitted Growth For Income Trusts

    The October 31, 2006 income trust taxation proposals indicated that "normal growth" of existing income trusts—but not undue expansion, such as the introduction of a disproportionately large amount of capital—would be permitted until the end of the transition period in 2011.
    CanadaCorporate/Commercial Law
    Torys
    Torys
  • Article

    Many Canadians Collect Loyalty Points, But What Happens To Those Loyalty Points After We Pass Away?

    In most cases, loyalty points will not be subject to the deemed disposition on death found in subsection 70(5) of the Income Tax Act (Canada) because they are unlikely to be capital property.
    CanadaCorporate/Commercial Law
    Miller Thomson
    Miller Thomson
  • Article

    Perspectives On Inclusion

    Al-Harazi's keynote began by illuminating her experience as a woman, a racialized person and an immigrant.
    CanadaCorporate/Commercial Law
    Borden Ladner Gervais LLP
    Borden Ladner Gervais LLP
  • Article

    Taking The Measure Of Your Business

    Thinking of selling? It pays to first know what you’re worth.
    CanadaCorporate/Commercial Law
    Fuller Landau
    Fuller Landau
  • Article

    Considerations In Giving To Your Children

    As people are living longer, often well into their nineties, the way wealth is transferred to the next generation is starting to shift.
    CanadaFamily and Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    Morrison Estate (Re): Should Beneficiary Designations Be Subject To The Presumption Of Resulting Trust?

    The recent Alberta Court of Queen's Bench case, Morrison Estate (Re), 2015 ABQB 769, considered whether the presumption of resulting trust should be applied...
    CanadaFamily and Matrimonial
    Miller Thomson
    Miller Thomson
  • Article

    Moving On Up: The Transition To Wealth

    The psychology of wealth is emerging as a distinct area of academic study and research.
    CanadaFamily and Matrimonial
    O'Sullivan Estate Lawyers LLP
    O'Sullivan Estate Lawyers LLP
  • Article

    The King of Pop on Death and Taxes

    June 25th 2017 was the eighth anniversary of the death of Michael Jackson, the undisputed King of Pop. Albertans preparing wills and estate plans should look beyond the sensational headlines about the singer's life and the circumstances of his death and consider the issues faced by Jackson's estate when creating their own estate plans.
    CanadaFamily and Matrimonial
    Field Law
    Field Law
  • Article

    Yared v. Karam : The Supreme Court Of Canada Rules That A Family Residence Held In Trust Is Included In Quebec's Family Patrimony

    The Supreme Court of Canada rendered a groundbreaking family law decision that will have an impact far beyond family law.
    CanadaFamily and Matrimonial
    Miller Thomson
    Miller Thomson
  • Article

    The Novel Exemptive Relief Chronicles - Public Mutual Funds Permitted To Invest Limited Amounts In Private Pooled Funds

    In aggregate with their holdings of alternative mutual funds and non-redeemable investment funds.
    CanadaFinance and Banking
    McMillan LLP
    McMillan LLP
  • Article

    To Deduct Or Not To Deduct; That Is The Question

    Owning property for the purpose of earning rental income creates benefits and challenges. Property owners incur a variety of expenditures in order to earn rental income and maintain property value.
    CanadaReal Estate and Construction
    Collins Barrow National Incorporated
    Collins Barrow National Incorporated
  • Showing 141–160 of 400 results

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