When your life includes corporations, holding companies, multiple properties, and a growing investment portfolio, tax planning stops being a “once a year” chore and starts looking like its own full-time job.
As the Vanno Ort & Paul Jarvie Team, we work to reduce tax today, protect you from surprises tomorrow, and support the legacy you want to leave. For high-net-worth families and business owners, that mix of structure and simplicity is where real value lives.
Tax planning that connects all the parts
For most affluent households, the biggest line item over a lifetime is tax. That is why high-net-worth tax planning is at the core of everything we do.
We act as the liaison between your personal returns, corporate filings, trusts, and estate documents. Rather than giving you one-off tax tips, we look at how each decision affects the others:
- How salary, dividends, and bonuses affect both your tax bill and your retirement income
- How investment decisions inside and outside corporations shape future cash flow
- How today’s moves line up with a future sale, transition, or wealth transfer
Our role is to translate complex rules into clear choices, so tax planning for business owners and families becomes understandable and actionable.
Corporate tax planning for business owners
If you own a company, corporate tax planning is where small decisions add up to big differences. You want to know that every year, your structure, compensation, and cash flow are working as hard as you do.
We help business owners and incorporated professionals:
- Design income strategies that balance salary, dividends, bonuses, and retained earnings
- Use holding companies and other structures thoughtfully to support tax reduction over decades
- Plan around the lifetime capital gains exemption and future succession or exit events
- Coordinate with your accountant and lawyer so what is on paper matches what you want in real life
The goal is tax planning that feels organized, intentional, and fully aligned with your bigger picture.
Long-range strategies for high-net-worth families
High-net-worth tax planning is about how much of your wealth ultimately reaches the next generation and the causes you care about.
We help you answer questions like:
- When should we start shifting assets to children or trusts?
- How do we use corporations, insurance, and charitable structures to support tax reduction over time?
- What is the most efficient way to move from accumulation to drawdown without triggering unnecessary tax?
Because we focus on intentional, long-range wealth strategy, every move is tied back to the bigger “why”: who the money is for, how it should be used, and how to minimise friction and tax along the way.
A calm, ongoing partner in a changing landscape
Tax rules shift. Your life evolves. New opportunities show up.
Our integrated, ongoing-care process means we do not build a tax plan once and leave it on a shelf. We revisit it with you, adjust as your business and family change, and stay in close contact with your other advisors so everyone is working from the same playbook.