We have a range of comprehensive estate and succession planning solutions at Direction Capital that go beyond simply considering any tax implications. We recognize the complexities of estate administration and can help manage assets across different countries.
We understand that arranging matters can take months or even years to do correctly, so we are here to help you address your family’s needs and strategically structure your global assets, protecting your wealth today and your family interests for generations to come.
Hassle-Free Tax Planning
If you are emigrating or planning an extended vacation abroad, Direction Capital helps you by facilitating a transition that minimizes tax burdens and optimizes your estate plan.
Here are some ways we can help you reduce taxes:
- Business Expenses: We make sure deductible business expenses, such as gifts to customers, work to your benefit.
- Mortgage Interest: Property owners in some countries can have home mortgage loan interest deducted from their tax liability.
- Education: If you’re investing in your career through education, we’ll help you make the most of available tax breaks and deductible expenses.
- Medical Expenses: We guide you through allowable medical expenses and maximize potential benefits.
- Income Averaging: We will investigate income averaging to maximize tax savings.
Benefits of Trusts
At Direction Capital, we understand the value of using trusts. Some of the benefits trust bring include:
- Privacy: Trusts are confidential and protect your assets without the need for public registries.
- Family Wealth: Trusts can be set up to ensure the seamless distribution of assets to beneficiaries.
- Tax Minimization: Trusts can offer greater flexibility than corporations, providing tax advantages and faster wealth accumulation opportunities.
- Asset Protection: Trusts protect family assets from potential creditor claims, providing peace of mind and security.
At Direction Capital, we’re here to take a fresh look at your succession and estate planning, create custom solutions that protect your financial future, and set a solid course for multi-generational prosperity.