Fixed fees agreed before work starts – 18,000+ clients served
At Legal Quotient Consultants, we manage all your cross-border estate & inheritance tax requirements, from compliance to strategic planning. Our expert team ensures compliance, maximizes deductions, and optimizes your financial strategies so you can focus on growing your business. Budget-friendly Cross-Border Estate & Inheritance Tax for Global Clients with a fixed fee agreed in writing before any work starts. Call the 24-hour helpline on +1 (416) 619-0068, or request a written quote today.
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Stay compliant and optimize your financial processes with our specialized cross-border estate & inheritance tax services.
| Service | Includes | Fee | |
|---|---|---|---|
| Individual Cross-Border Tax | T1 + treaty coordination · Foreign income · Credits | FROM- $349 | Explore More |
| U.S. Tax Returns | 1040 / 1040-NR · State returns · FBAR | FROM- $449 | Explore More |
| Corporate International Tax | T2 + foreign affiliate · T1134 · Repatriation | FROM- $999 | Explore More |
| Transfer Pricing Documentation | Local file · Benchmarking · s.247 compliance | FROM- $2,500 | Explore More |
| Cross-Border Estate & Trust | Terminal returns · U.S. estate tax · Clearance | FROM- $799 | Explore More |
Countries tax death in different ways. Canada taxes the deceased on a deemed disposition of their assets on the final return, with no tax on the estate or the heirs. The United States taxes the estate itself on its worldwide assets for citizens and residents, and on US-situs assets for non-residents. The United Kingdom taxes the estate on worldwide assets for the long-term resident and UK assets for others. India has no inheritance tax but taxes the heir on later gains with the deceased's cost. A single family with members in two of these countries can face a deemed disposition, an estate tax and an inheritance tax on the same asset.
Treaties help partially — the Canada–US treaty grants Canadian estates a share of the American exemption and a credit mechanism — and planning does the rest: who holds which asset, in which country, through what vehicle, and how the will is drafted so that the estate can be administered in each country without one probate blocking the other. The executor's filings then run in each country, with clearance certificates before assets are distributed to heirs abroad.
My parents live in Canada and I live in the United States. Will I pay tax on my inheritance? Not on receiving it; Canada taxes the deceased's deemed disposition and the United States does not tax an heir. What you inherit arrives with a new cost base, and the American information report on large foreign gifts and bequests is filed.
Does a Canadian need US estate planning for a Florida condo? Yes. A non-resident's US real estate is within the American estate tax with a far smaller exemption, treaty-adjusted for Canadians; how the condo is held decides the exposure.
Cross-Border Estate & Inheritance Tax: Legal Quotient Consultants provides cross-border estate & inheritance tax for families and investors with assets in more than one country — planned and filed by cross-border specialists, with fixed fees agreed up front and every position explained before anything is submitted.
Send your documents securely through our portal or by email.
We prepare your cross-border estate & inheritance tax return and every supporting schedule.
You review each figure and approve before anything is filed.
We file with the CRA and send you the confirmation of receipt.
| Factor | Legal Quotient Consultants | Typical Firm |
|---|---|---|
| Pricing model | Fixed, flat fee | Hourly / unpredictable |
| Experience | 15+ years, 18,000+ clients | Varies |
| Helpline | 24 hours a day, +1 (416) 619-0068 | Office hours only |
| Where we work | Our offices in India, the USA, Canada and the UAE | One office only |
| CRA audit support | Included | Billed extra |
Death triggers different systems on each side of a border — deemed disposition here, estate or inheritance tax there — and wills drafted for one country routinely misfire in the other.
A cross-border estate can face Canadian deemed-disposition tax and U.S. estate tax on the same assets; the Canada-U.S. treaty's credits and the unified credit allocation are what keep the combined bill rational. Engagements are quoted as a fixed fee for a defined scope, and reviews of prior-year filings are included where earlier positions affect the current one.
Covers: The clearance application on a disposition of taxable Canadian property, with the cost-base evidence assembled, and the notification filed inside its own clock from closing.
What moves it up: Depreciable property. A rental building brings recapture into the computation and usually a different application route from a plain capital property.
See this fee pageCovers: The terminal and estate returns, date-of-death valuations by asset and currency, and the clearance that has to issue before the representative can safely distribute.
What moves it up: Assets in more than two jurisdictions. Each one adds its own valuation, its own filing and its own clearance timetable, and the slowest one sets the schedule.
See this fee pageCovers: The Canadian foreign property statement built on cost amount, in Canadian dollars, across everything the test reaches — including holdings people assume are excluded.
What moves it up: Missing acquisition records. The statement is tested on cost, so a holding bought fifteen years ago in another currency has to be reconstructed before it can be reported.
See this fee pageProviding tailored cross-border estate & inheritance tax services to ensure compliance and maximize deductions.
Our cross-border tax accountants protect your business with complete federal and provincial tax compliance.
A dedicated team that handles your financials quickly and accurately, at a fixed fee agreed in writing before any work starts.
Dedicated preparation processes built around the countries each client files in.
Documents, questions and signatures in one portal, whichever country you are filing from.
Customized packages designed to grow as your business operations expand.
Start with a free, no-obligation consultation to review your business’s financial, tax filing and compliance needs and outline our affordable solutions.
Receive a comprehensive checklist and securely provide the required financial records and documents.
Our tax accountant and accounting experts carefully prepare your filings, identify all applicable deductions and credits, and conduct thorough reviews.
We file your documents electronically with the Canada Revenue Agency (CRA) on time and provide post-filing support.
Quoted up front, in writing.
Contact UsCA (India), CA (Malaysia)
CA (India)
FCA (India)
CPA (Canada), CPA (USA), CA (India)
CPA (Canada), CA (India)
Cross-Border Estate & Inheritance Tax starts at a fixed fee quoted before any work begins. The quote is locked at the outset and does not change mid-engagement, and you review the deliverable with us before it is filed. Compare every plan on our transparent pricing page.
At minimum: prior-year returns and notices of assessment, your bank and credit-card statements for the fiscal period, payroll records if you have employees, and GST/HST filings. We send a checklist tailored to your situation after the first call to our 24-hour helpline.
Most engagements are completed within 3 to 5 business days once your documents are complete. Catch-up work covering multiple years takes longer, and we tell you the realistic timeline before you commit rather than after.
We respond on your behalf at no extra charge for any return we prepared. Every figure we file is supported by documentation retained in your file, which is what turns a CRA review from a crisis into correspondence. See how our CRA audit support works.
Yes. The late-filing penalty is 5% of the balance owing plus 1% of that balance for each full month the return is late, to a maximum of 12 months (CRA, 2025 tax year). Interest is what compounds, daily, on top. We prioritise catch-up work and, where eligible, file under the CRA's Voluntary Disclosures Program to reduce penalties.
Yes. We work with clients wherever they live, from our offices in India, the USA, Canada and the UAE, and your location does not change the price or the service. Browse our coverage by country and region to find yours.
We work across construction, healthcare, e-commerce, professional services, restaurants, real estate, transportation, technology and non-profits, each with its own deduction profile and the points tax authorities scrutinise. See all industries we serve.
Software applies the rules you told it about. It does not ask whether a treaty caps the withholding on that payment, whether the foreign credit was claimed in the right country, whether an information return was due on an account that earned nothing, or whether your related-party pricing is documented. Those are the questions that move the number on a cross-border file.
Our cross-border estate & inheritance tax services include complete filing, compliance management, and strategic advice customized to Canadian tax laws.
You can start by calling our 24-hour helpline on +1 (416) 619-0068 or sending the form. We will review your files, provide a fixed quote, and start working immediately.
The inheritance itself is often not income to you, but three other things can create tax: the estate may owe tax where the deceased or the property was situated, some countries tax the recipient directly, and the gain from the date you inherit to the date you sell is yours. Reporting obligations can also attach to holding the asset. See inheriting property abroad.
Sending your own funds to India is a transfer of capital, not income, so the remittance itself is not taxed. What is taxable is income the money then earns in India — interest, rent, capital gains — under the rules for the account type it sits in. Sending money out of India is the direction that needs certification before the bank will act. See NRE, NRO and FCNR accounts.
Still have questions? View our FAQ page or contact us.
A Canadian resident died owning a house in the United States, and the title company would not close on a sale until the US position was settled. We established what the estate had to file there, prepared the return, and obtained the clearance the transfer agent needed, while coordinating the treatment of the same property on the final Canadian return. The engagement produced a filed US estate return, the certificate that released the title, and a matched treatment of the property in both countries.
The deceased held a portfolio, a private company interest and property overseas, and nobody had a value for any of it at the date of death. We assembled valuations for each class, established cost bases going back to acquisition, and prepared the final return on that footing, separating the assets that pass to a surviving spouse from those that do not. The work produced a filed final return, a valuation file supporting every figure in it, and a schedule the executor could use for distributions.
A family member had accepted the executor role with no idea that more than one return was involved. We set out the sequence: the return for the period to the date of death, then the returns for the estate while it continued to hold and earn, then the application for confirmation before distribution. Each was prepared and filed in turn. The engagement produced a complete filing record, a written distribution schedule, and an executor who could show beneficiaries why the timing was what it was.
A client inheriting from a parent's estate abroad was told by their bank to explain where the funds had come from, and had nothing beyond an email. We assembled the will, the probate grant, the estate accounts and the remittance trail into one file, recorded the value of each asset on the day it was received, and set out which of them would carry Canadian reporting from that date forward. The engagement produced a documented source-of-funds file and a reporting schedule for the following year.
A beneficiary had inherited a retirement plan abroad and was about to take it in one payment because that was the administrator's default. We set out how the withdrawal would be taxed in each country, how the credit mechanism would relieve the overlap, and what a staged drawdown would do to the rate in the year of receipt. The work produced a written drawdown plan, the elections and certifications the plan administrator required, and a reporting position agreed before the first payment was requested.
Most of an estate passed to a surviving spouse, which changed what the final return had to report and what could be deferred. We identified which assets qualified for the rollover treatment and which did not, documented the elections, and set up the ongoing returns for the trust that held the remainder. The engagement produced a final return that carried only the gains it had to, a documented election file, and an annual filing routine for the trust until it winds up.
India does not tax the inheritance itself, but the later sale and the money leaving the country both have positions of their own. The file establishes the cost base to use on that sale and what the remittance will require.
Read how this one runsCanada treats most capital property as sold at fair market value on death, so a terminal return can carry tax on gains nobody realised. Valuations and the order of the returns are what decide the figure.
Read how this one runsAll case studies — every published engagement in one place.
Strategy and compliance for income, assets and families spread across borders.
Firms and partners working across borders meet Regulation 105 withholding, PE risk on long engagements and per-country payroll for travelling staff.
A partnership is taxed in the hands of its partners, so one engagement abroad can reach every partner's personal return. The order matters: the waiver is applied for before the invoice, the presence is tracked before it becomes an establishment, and the payroll is registered before the first day worked in the other country.
Where our partners studied — CPA Canada (In-Depth Tax Program), AICPA, the Institute of Chartered Accountants of India and the Malaysian Institute of Accountants.
