The Invesco Tax and Estate Team offers insights into tax and estate planning issues affecting Canadian investors.
RESP withdrawals: Basic rules and strategic considerations
Learn about the fundamentals of RESPs and explore the various ways to withdraw funds from an RESP to support a student’s education or for non-educational purposes.
New trust reporting rules and implications for in-trust-for (ITF) accounts
Learn about the new tax filing requirements for ITF accounts and bare trusts, including expanded reporting obligations and exemptions.
All about the Passive Foreign Income Corporation (PFIC) Rules
The Tax and Estate team discusses the PFIC rules as they apply to U.S. residents holding foreign securities, including Canadian-domiciled mutual funds and exchange-traded funds.
Federal Budget 2024 – What you need to know
A summary of some key measures from Federal Budget 2024, tabled on April 16, 2024.
Tax savvy: Navigating 2023 filing changes and gearing up for what’s coming in 2024
The April 30 tax filing deadline for individuals is fast approaching. In preparation for that deadline, here’s a summary of some new changes for 2023, including a discussion on what to expect for 2024.
Foreign withholding tax on ETF and mutual fund investments
Depending on how a Canadian investor holds foreign securities, including ETF and mutual funds, foreign withholding taxes may apply.
Estate planning is more than just making a Will
While many individuals feel that they do not have “enough” to warrant the cost of preparing a Will, the estate planning process covers many other aspects than just the Will. Read more from the Invesco Tax and Estate team.
Resulting trusts and joint accounts
Understand what a resulting trust is, and how a presumed resulting trust can affect estate planning involving joint accounts.
Locked-in plans: Beneficiary entitlements and creditor protection
Our final blog post in this series covers beneficiary entitlements and creditor protection as they relate specifically to locked-in plans.
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Important information
The information provided is general in nature and may not be relied upon nor considered to be the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants, lawyers and/or other professionals for advice on their specific circumstances before taking any action. The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed.
Some references are U.S. centric and may not apply to Canada.
Commissions, management fees and expenses may all be associated with investments in mutual funds and exchange-traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. For mutual funds the indicated rates of return are the historical annual compounded total returns, including changes in share/unit value and reinvestment of all distributions, and do not take into account sales, redemption, distribution or optional charges, or income taxes payable by any investor, which would have reduced returns. For ETFs unless otherwise indicated, rates of return for periods greater than one year are historical annual compound total returns including changes in unit value and reinvestment of all distributions, and do not take into account any brokerage commissions or income taxes payable by any unitholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. There are risks involved with investing in ETFs and mutual funds. Please read the prospectus before investing. Copies are available from Invesco Canada Ltd. at invesco.ca
These are the personal views of the author as at the date indicated, and not necessarily the views of Invesco Canada. The views expressed above are based on current market conditions and are subject to change without notice; they are not intended to convey specific investment advice. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions considered to be reasonable, there can be no assurance that actual results will not differ materially from such expectations.
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