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!
| Attachment | Size | Type |
|---|---|---|
| Booklet - Cottage Succession Planning FINAL.pdf | 282.88 KB | application/pdf |