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

The Advisors Table

Worksheet

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

Related resources

Need more than a checklist? Cedar Group provides hands-on advisory for complex tax situations.