Trusts | Investment Executive https://www.investmentexecutive.com/tag/trusts/ Canada's news source for financial professionals Thu, 13 Nov 2025 21:06:23 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Trusts | Investment Executive https://www.investmentexecutive.com/tag/trusts/ 32 32 Feds tighten 21-year rule for trusts, simplify qualified investment regime https://www.investmentexecutive.com/news/industry-news/feds-tighten-21-year-rule-for-trusts-simplify-qualified-investment-regime/ Fri, 07 Nov 2025 22:21:32 +0000 https://www.investmentexecutive.com/?p=524957 Proposed measures are 'weeding the garden'

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]]> CRA says bare trusts won’t have to file for 2025 unless legislation is ‘enacted well in advance’ of tax-filing deadline https://www.investmentexecutive.com/news/cra-says-bare-trusts-wont-have-to-file-for-2025-unless-legislation-is-enacted-well-in-advance-of-tax-filing-deadline/ Fri, 17 Oct 2025 20:15:33 +0000 https://www.investmentexecutive.com/?p=522926 Legislative changes aren't yet in a notice of ways and means motion

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]]> Deals: Sagard buys Unigestion’s private equity platform https://www.investmentexecutive.com/news/industry-news/deals-sagard-buys-unigestions-private-equity-platform/ Wed, 01 Oct 2025 14:31:41 +0000 https://www.investmentexecutive.com/?p=521589 Plus, CPP and Stone Point buy piece of OneDigital and La Caisse entrusts $250M to Pembroke

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]]> Feds release draft legislation on bare trusts, expanded CRA audit powers and more https://www.investmentexecutive.com/news/industry-news/feds-release-draft-legislation-on-bare-trusts-expanded-cra-audit-powers-and-more/ Mon, 18 Aug 2025 21:05:36 +0000 https://www.investmentexecutive.com/?p=517781 Proposals are out for consultation until Sept. 12

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]]> Appeal court upholds estate trustee’s powers https://www.investmentexecutive.com/news/from-the-regulators/appeal-court-upholds-estate-trustees-powers/ Thu, 31 Jul 2025 18:28:53 +0000 https://www.investmentexecutive.com/?p=516531 Stay denied in case where trustee to sell estate's farms to meet large tax bill

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]]> Fight over family cottage ends in forced sale https://www.investmentexecutive.com/news/from-the-regulators/fight-over-family-cottage-ends-in-forced-sale/ Mon, 02 Jun 2025 19:29:47 +0000 https://www.investmentexecutive.com/?p=511306 Court rules that 20-year old will results in co-ownership of cottage, allowing siblings to force its sale

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]]> Court rules accounts go to widow, not estate https://www.investmentexecutive.com/news/from-the-regulators/court-rules-accounts-go-to-widow-not-estate/ Wed, 28 May 2025 18:29:53 +0000 https://www.investmentexecutive.com/?p=510830 Common law spouse successful in rebutting presumption of trust, court finds

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]]> CRA confirms T1 filers with T3 capital gains are eligible for previously announced filing extension https://www.investmentexecutive.com/news/industry-news/cra-confirms-t1-filers-with-t3-capital-gains-are-eligible-for-previously-announced-filing-extension/ Wed, 30 Apr 2025 19:53:21 +0000 https://www.investmentexecutive.com/?p=508578 Affected taxpayers include those with capital gains from mutual funds in non-registered accounts

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]]> Bare trust debacle began with burdensome legislation: Taypayers’ Ombudsperson https://www.investmentexecutive.com/news/industry-news/bare-trust-debacle-began-with-burdensome-legislation-taypayers-ombudsperson/ Wed, 12 Mar 2025 18:38:46 +0000 https://www.investmentexecutive.com/?p=504001 Report outlines CRA communication failures that resulted in wasted time, effort, from taxpayers

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]]> B.C. court rejects bid to revise will, impose a trust https://www.investmentexecutive.com/news/from-the-regulators/b-c-court-rejects-bid-to-revise-will-impose-a-trust/ Wed, 12 Feb 2025 17:34:14 +0000 https://www.investmentexecutive.com/?p=502358 Woman sought to have large inheritance placed in fully discretionary trust to avoid losing disability benefits

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