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Viewpoints about Tax
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Taking capital gains or losses now to avoid estate and probate fees later
Triggering a capital gains tax bill to gain the wealth transfer benefits of segregated funds or insurance company GICs may increase an estate's final value.
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The value of naming a beneficiary
Manulife segregated funds and GICs let owners name a beneficiary, and avoid probate, save substantially on fees, and maintain their confidentiality.
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Canadian Taxation of Life Insurance
The tenth edition of Canadian Taxation of Life Insurance is now available. Current to August 1, 2019, this book has what you need to know about the taxation of life insurance and how life insurance strategies can enhance your clients' financial and estate planning.
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Lower the family tax bill — using loans for income splitting
High-income earners can lend money to family members in a lower tax bracket to invest. Even after interest, the tax savings on any gains can be substantial.
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Access retirement savings during a pandemic
Comparing Quebec’s COVID temporary income measure to a suggested RRSP withdrawal COVID measure.
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Using Series T for income now and charitable donations later
Giving to charity and saving on taxes both feel good. And a Series T fund can provide tax-efficient income now, and a tax effective way to donate in the future.
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Provincial probate/verification fees and tax chart
A reference chart which outlines probate fees and tax based on the value of an estate applicable to each province.
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Wills 101 (national edition)
Need to make a will? Follow our guide and learn about what happens if you do or do not have a will.
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The pension decision: To commute or not to commute?
Leaving a company? Deciding whether to leave pension assets with your employer or move them to a personal locked-in RRSP or Locked-in Retirement Account (LIRA).
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Taxation of COVID-19 measures
The government has provided immediate financial relief to help those impacted by the economic disruption of COVID-19. Learn more about the tax implications of these measures.
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