Overview

Transferring wealth across generations is about more than passing on assets—it’s about protecting a legacy, maintaining family harmony, and ensuring that the values you've built your life on are preserved for decades to come. At Gallant & Toole Inc., our Estate & Inheritance Tax Planning services are designed to do exactly that: reduce the tax burdens associated with wealth transfer while building a thoughtful, structured plan for the future.

We serve high-net-worth individuals, global families, business owners, and trustees who face increasingly complex estate and succession challenges. Whether your assets span countries, generations, or asset classes—from family businesses and real estate to offshore trusts and philanthropic foundations—we provide cross-border, tax-efficient solutions that honour your intentions and secure your legacy.

Why Estate & Inheritance Tax Planning Matters:

In many jurisdictions, inheritance and estate taxes can erode a significant portion of your wealth if left unplanned. Tax authorities may impose levies on gifts, estates, and trusts, and when assets cross international borders, the risk of double taxation grows even more acute.

Proper planning not only minimizes these liabilities, but ensures that transitions occur in a smooth, private, and legally sound manner. It also reduces the emotional and administrative burdens on heirs during what is already a challenging time.

Our Strategic Approach:

At Gallant & Toole, estate planning is both an art and a science. We collaborate closely with your legal, financial, and fiduciary teams to create a plan that reflects your personal values, respects global compliance standards, and anticipates the unique dynamics of your family and estate.

Our estate and inheritance tax planning services include:

• Structuring wills and testamentary documents to reflect your intentions and tax position

• Establishing domestic and offshore trusts, foundations, and holding companies for privacy and protection

• Coordinating with cross-border legal and tax teams to align with local inheritance laws

• Designing tax-efficient gifting strategies and wealth transfers during your lifetime

• Preparing for exit tax, death duties, and probate avoidance

• Minimizing estate tax exposure in the U.S., Canada, UK, and other jurisdictions

• Supporting family governance structures and succession planning

• Integrating philanthropic goals through structured charitable giving vehicles

Who We Help:

• Families with international heirs or global residences

• Founders and business owners planning succession

• Trustees managing intergenerational wealth

• Expats and dual citizens with assets in multiple jurisdictions

• Philanthropists seeking charitable tax structures

• Family offices and estate executors handling cross-border estates

Why Gallant & Toole?

•  Cross-Border Estate Tax Expertise

•  Integration with Global Tax, Immigration, and Legal Advisors

•  Tailored Solutions with Confidential, White-Glove Service

•  Discretion and Privacy Built into Every Strategy

•  Family-Focused Planning for Smooth Succession

  
  

Whether you're building a multigenerational legacy or preparing for an imminent transfer of wealth, we deliver insight, sensitivity, and structure—ensuring your wealth passes into the right hands, with as little tax erosion as possible.

Let’s Protect What Matters Most

Your estate represents more than wealth—it’s your life’s work, your family's future, and your enduring legacy. Let Gallant & Toole help you preserve it with precision, purpose, and peace of mind.

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