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Worksheet

Prescribed Rate Loan Family Trust – Tax Savings Model

A detailed calculator showing how Canada's 3% prescribed-rate trust strategy can save – or lose – families thousands under the new AMT rules.

Worksheet

Prescribed Rate Loan Family Trust – Tax Savings Model

The Advisors Table

Worksheet

Prescribed Rate Loan Family Trust – Tax Savings Model

A detailed calculator showing how Canada's 3% prescribed-rate trust strategy can save – or lose – families thousands under the new AMT rules.

What's inside

  • Compare tax outcomes across interest, dividends, capital gains, and mixed portfolios
  • See how new AMT rules impact prescribed-rate trust strategies
  • Calculate estimated annual family tax savings based on your loan amount
  • Identify when the strategy saves money – and when it can backfire

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