Successions et Fiducies

Une bonne planification successorale facilite le transfert ordonné de vos actifs à vos héritiers, assure la sécurité de votre conjoint survivant et peut réduire, voire éliminer, l'impôt exigible sur le transfert de votre entreprise et de vos autres actifs.

This post is also available in: English (Anglais)

Chez UHY Victor, nous vous guidons à travers le processus complexe de la mise en place de vos affaires financières.

Nos services de planification successorale comprennent :

  • Conseils sur la préparation du testament afin de minimiser la charge fiscale pour la succession et les héritiers
  • Révision du testament pour s’assurer que vos projets sont compatibles avec les modifications de la légalisation fiscale et votre situation personnelle (c’est-à-dire mariage, enfants, décès ou acquisition de patrimoine)
  • Préparation de la continuité des activités et la succession de la propriété
Les services de planification successorale et des fiducies comprennent:
  • Fournir des conseils aux liquidateurs afin qu’ils puissent remplir leurs fonctions, telles que l’inventaire de la succession, le dépôt des déclarations fiscales finales, le paiement de dettes et de légataires particuliers, la perception des revenus et la distribution aux bénéficiaires 
  • Tenue des registres de succession et/ou des fiducies
  • Préparation des documents de déclaration fiscale annuelle 
UHY Victor Response to the Spread of COVID-19

UHY Victor is taking action to maintain the health and welfare of our team, our clients and support communal efforts to respond to the coronavirus pandemic.

UHY Victor will remain open during this difficult period and client services will continue. We have implemented contingency plans which allow us to continue to operate as we all deal with the spreading pandemic.

In light of the present situation we have introduced the following measures:

  • Our staff and procedures have been structured so that our team can work remotely.
  • Our IT infrastructure and data are protected by cutting edge security systems.
  • To the extent possible, client meetings will be held through web meetings and other remote solutions.
  • Employees who experience the primary symptoms such as fever, cough and respiratory difficulties will work remotely until cleared.
  • Internally, we emphasize the importance of “social distancing”, and have enhanced our internal cleaning and disinfecting protocols.

UHY Victor will continue to monitor the changing situation and, will respond proactively as this major health challenge evolves.

We encourage all to stay informed and to visit the Public Health Agency of Canada COVID-19 site, and follow the guidelines set out by the government of Canada:

  • Now and always during cold and flu season, stay home if you are sick. Encourage those you know are sick to stay home until they no longer have symptoms.
  • Since respiratory viruses, such as the one that causes COVID-19, are spread through contact, change how you greet one another. Instead of a handshake, a kiss or a hug, a friendly wave or elbow bump is less likely to expose you to respiratory viruses.
  • Practice frequent hand hygiene and coughing and sneezing etiquette. Clean and disinfect frequently touched objects and surfaces, such as toys and door handles.

For more information on the guidelines of the Government of Canada on how to be prepared for COVID-19: Click here.

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