Investment Holding Companies

Tax Strategies & Considerations for Investment Holding Companies

Are you self-employed and accumulating surplus assets such as cash in your company or in your own name personally?

Managing wealth within a corporate environment can provide significant tax benefits, but it can also be punitive when passive income such as interest and dividends are taxed in a corporation. We understand these tax rules and how to use them to your advantage.

We can help you structure a tax efficient ownership structure for your surplus assets.

Please call us to discuss how we can use our business perspective and insight gained through many years of experience to provide you with valuable advice.