CHAPPELL PARTNERS LLP

Chappell Partners LLP provides valued expertise with respect to estate planning and personal tax planning for clients having domestic, cross-border or offshore planning requirements. We have extensive experience in all aspects of estate planning for business owners and for other individuals, from the designing of the estate plan to the implementation of the estate plan in a Will or in multiple Wills and/ or in a trust agreement.

We work closely with our clients to assist them to achieve their day-to-day and long-term estate planning objectives and we are experienced in both personal tax planning for business owners and in succession planning for family businesses, as well as in providing advice to individuals with inherited wealth.

We regularly advise our clients with respect to their specific estate planning needs and objectives, by providing tax-planned strategies such as:

• developing custom-designed estate plans for estate and wealth preservation, which would involve tax-planned Wills and/or trusts and may include “estate freeze” arrangements
• designing business succession plans, involving the transfer of family owned businesses between generations tax-effectively
• family trust planning, including the establishment of inter vivos trust(s) and/or trust(s) in Wills and the preparation of trust agreement(s)
• advising on charitable gift planning, including the establishment of private charitable foundations
• advising on planning to minimize estate administration tax (i.e. probate fees)

Call today 416.351.0005