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The recent Cottage & Taxes webinar was a great session with some very practical planning ideas.

• Watch the full recording here: https://www.youtube.com/watch?v=HMH-NglTY8o 

• Planning booklet: I’ve reattached the booklet to this email. (Copy of Peter Lillico’s booklet, which provides practical, client-friendly guidance on cottage succession and expands on the scenarios.)

We covered key strategies around managing capital gains, preserving family wealth, and planning ahead for intergenerational transfers - all highly relevant given today’s tax environment!