Inheritance and Gifts

We know that losing a loved one and dealing with the subsequent tax implications can be overwhelming. Our U.S. tax experts  fully understand the necessary filings and will be at your side through the entire process .

Very often, only an informational filing is needed to fulfil your U.S. tax filing requirements when receiving an inheritance. Our staff is on hand to help make sure filings are done swiftly and professionally.  Additionally, we work in partnership with a strong network of wealth management advisors who have decades of experience investing funds in tax efficient strategies.

Our experts are here to:

  • Prepare all relevant inheritance or gift tax forms, including back filing of any of these documents.
  • Advise on investments to avoid double taxation.
  • Help obtain appropriate certification (transfer certificate) to facilitate transferring the funds.

If you or a loved one receive an inheritance, it is important to consult with one of our U.S. tax experts to fully understand the necessary filing requirements