Tax Planning and Preparation
Minimize the effort and expense of taxation
We help you reduce your tax exposure and simplify your affairs.
Tax minimization strategies
Gain clarity on the many facets of tax minimization. Your PWL advisor may recommend strategies like the tax-efficient structuring of family accounts, the creation of legal trusts, the optimization of investment income, life insurance based solutions, and the timely management of capital gains and losses.
Tax reporting
To make it easier for you to track and report your investment activities, you receive a Total Holdings Report. It shows all of your investment interests including the Adjusted Cost Base for each individual security. Your PWL advisor can also provide you with a convenient summary of all capital gains and losses realized each tax year.
Tax planning and preparation
To help you fully leverage the benefits of your tax minimization strategies, PWL can develop your tax projections and facilitate the preparation of your personal, family and corporate tax returns. We can also manage your tax instalments and follow-up on your notices of assessment and other important tax correspondence.