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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.

Capital Gains Inclusion Rate

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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