August 27, 2025
Summer reading of the legislative kind
The August 15, 2025 package of draft legislation addresses some of the tax legislative back log.
February 12, 2025
Capital gains inclusion rate change – Back to where we started
Deferred implementation of proposed changes to the capital gains inclusion rate to January 1, 2026 brings us back to where we always were. Funding estate tax liabilities should remain in focus.
January 8, 2025
Capital gains inclusion rate change – To be or not to be?
Here is our take on the recent political and administrative events that have unfolded to start 2025 focusing on the capital gains inclusion rate change that is not yet law.
December 11, 2024
Joint last-to-die life insurance – Food for thought
When is joint last-to-die life insurance the right fit? And when is it not? Here are some considerations.
July 3, 2024
Post-mortem planning – Some updates
For an update on recent post-mortem planning items and a reminder that life insurance can fund tax liabilities arising in respect of owning private company shares on death.
April 18, 2024
2024 Federal budget – Reflections on the increase to the capital gains inclusion rate through an insurance lens
By now you’ve read the 2024 Federal Budget summaries and digested some of the impacts. Here is what we think about the capital gains inclusion rate changes, looking through a distinctly insurance-focused lens.
