Estates & Trusts Tax Services in Surrey

On-going estate and trust planning is the optimal way to ensure your assets are protected for future generations. Our team can guide you through the entire process and assist with any complex financial challenges.

Professional Estate & Trust Planning

At HWG, Chartered Professional Accountants, we are more than just accountants. Our team of experts will help you manage trust funds and estates to create a succession plan that reduces tax liability and secures income for your beneficiaries in case of unforeseen circumstances.

Our accountants assess the current estate and ensure all financial affairs are sorted and accurate. With our wide range of estate planning and accounting services, we can assist anyone in Surrey, Coquitlam, Langley, and throughout the Greater Vancouver region.

We provide the following estate and trust services:

  • Estate Tax Planning
  • Estate Tax Filing
  • Family Succession Planning
  • Creating Trust Funds
  • Asset Allocation Support
  • Asset Valuation Assistance

Create an Estate or Trust Fund a Today at HWG, Chartered Professional Accountants

The team at HWG, Chartered Professional Accountants will work with you to implement and prepare an estate accounting service that is tailored to your requirements. Our consulting and accounting services will ensure filing accuracy and account for any tax-saving opportunities.

Professional estate planning will help you develop a plan that meets your individual needs. HWG, Chartered Professional Accountants has decades of professional experience in estate and trust planning.

The importance of estates and trust funds can not be understated. These financial entities serve as effective means for transferring wealth without paying high tax rates. With assistance from our team of certified accountants, creating an estate or trust fund is simple. Contact us today for an accurate quote.