One of the most important things anyone can do in their lifetime is protected their family and loved ones by making a will. Yet despite the importance of a well thought out will, many people go ahead ...
What are the Legal Requirements for Signing a Will?
A properly drafted will is a legal document which is legally enforceable by the executors and beneficiaries under the will. As with any legal document, it is only valid if properly executed in accorda...
Cheap Wills: worth the risk?
In this age of advanced technology, it is easier than ever to get a cheap Will drawn up. Just by typing in a few details, you can quickly get a Will downloaded – all for around $100 or so. Whilst th...
The Trust Advantage
By Andrew Rogerson LLB (Hons) TEP If you are immigrating to Canada, using an offshore trust enables you to take advantage of the government’s 5 year holiday from income tax and capital gains. It is ...
Deathbed Wills: risk areas
It’s never too late to make a Will, but it’s always better to do it as early as you can. In many cases, it’s not uncommon for an individual to realise they need to make a Will when they know the...
Worth a thought, Andrew Rogerson considers the attractiveness of Canada as a destination
Worth A Thought Andrew Rogerson considers the attractiveness of Canada as a destination for relocation STEP Journal – April 2008 Affluent clients, inquiring as to possible tax relocation, invariabl...
Where Does Your Trust Live?
By Andrew Rogerson LL.B (Hons)TEP STEP Journal – March 2008 The common law of Canada still regards a trust as being resident where the individual trustee resides. This can cause entirely unforeseen ...
The NDP crackdown on tax havens
By Ira Basen of CBC on April 27, 2011 4:53 PM “If the old Ottawa was serious about going after tax havens, they would have invested in the Canada Revenue Agency because the best darn return on a tax...
The Trust Concept
By Andrew Rogerson LLB (Hons) TEP Assets are transferred from the legal owner (the “settlor”) to trustees be held on behalf of designated beneficiaries. The main characteristic of this typ...
Professional misconduct: a teacher found guilty but keeps his job
Individuals facing disciplinary or professional misconduct charges are usually devastated at the allegations against them and have to endure distressing investigations and possible suspension meanwhil...