Private wealth, trusts and estates
Canada | Publication | June 2023
Welcome to our private wealth, trusts and estates publication series, where you will find a range of articles that address some of the most common issues and questions that arise for clients in the context of estate planning, estate and trust administration, charities law and related areas. Our articles cover numerous issues pertaining to will planning, the use of trusts, succession and governance of privately held companies, probate fee planning, powers of attorney for property, health care representation agreements, private foundations, and marriage and cohabitation agreements.
Our team prides itself on being the trusted advisors that clients and other professionals turn to when the goals are important, the issues are complex, and the relationships matter. We offer the highest level of experience and service, delivered in the most efficient and effective way possible.
Recent publications
Publication
Pensions Regulator’s intervention report reflects its facilitation of trustee and employer agreement following failure to agree triennial valuation
On March 11, 2025, the Regulator published a regulatory intervention report on its involvement with the MGN Pension Scheme in relation to a failure to agree the 2019 triennial valuation.
Publication
Pensions Regulator signs up to Treasury’s action plan to support growth
On March 17, 2025, HM Treasury published a policy paper setting out its action plan for the Government's next steps in ensuring regulators and regulation support economic growth and innovation.
Publication
Dashboards update: Discussion forum announced and blog published on connection preparation for schemes
The Pensions Dashboards Programme has scheduled a forum from 3-4pm on April 3, 2025, where PDP Principal Chris Curry will provide updates on programme milestones, including standards approvals and initial dashboard connections. The Regulator will also provide guidance on registration codes for dashboard connectivity.
Subscribe and stay up to date with the latest legal news, information and events . . .