Navigating Budget 2024
as an Investor
Out of Budget 2024's 416 pages, the proposed changes to the capital gains inclusion rate (50% ➢ 66.67%) will likely have the greatest impact on investors. We've created a short document to help you understand what exactly is changing, sample scenarios, and possible strategies to reduce your personal, corporate, or trust's tax burden.
Whether selling a family cottage or a significant amount of stock, we're prepared to plan with tax efficiency in mind.
Inside you'll find:
- Defining capital gains inclusion rates
- Rationale for taxing forms of income differently
- Hypothetical scenarios and outcomes
- Planning opportunities for individuals
- Planning opportunities for corporations
- Planning opportunities for trusts
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