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Tax Planning9 min read

Capital Gains Tax 2025

Latest changes to capital gains taxation in Canada — inclusion rate updates and planning implications.

The capital gains inclusion rate changes announced in the 2024 federal budget have significantly affected tax planning for Canadians. Here's what has actually taken effect, what's been deferred, and what it means for your planning.

The Proposed Change

The 2024 Budget proposed increasing the capital gains inclusion rate from 50% to 66.67% on:

— Individuals: gains exceeding $250,000 per year.

— Corporations and most trusts: on every dollar of capital gain.

Current Status

Following political changes in early 2025, the federal government deferred implementation. As of the current tax year, the inclusion rate for most taxpayers remains at 50%.

Always confirm with your advisor as the rules continue to evolve.

Rules change. Advice should too.

We actively monitor CRA and Department of Finance updates. If the inclusion rate changes, we'll reach out to affected clients proactively.

Planning Implications

  • Consider 'crystallizing' gains in years with lower inclusion rates — especially if selling a business.
  • Review the Lifetime Capital Gains Exemption (LCGE) — now $1.25M for qualified small business corporation shares.
  • Corporations may want to hold less passive investment to minimize the impact.

The Principal Residence Exemption

The PRE still applies to fully exempt gains on your primary residence. Be careful with properties used partially for rental or business — the exemption is pro-rated.

The new Underused Housing Tax (UHT) continues to apply separately to vacant or underused residential properties.

Key Takeaways

  • 1The 66.67% inclusion rate proposal has been deferred as of 2025 — 50% remains the norm.
  • 2The LCGE for QSBC shares is now $1.25M.
  • 3Actively review sale timing and inclusion rate exposure each year.

Need help applying this to your situation?

Our CPA-led team can review your specifics and implement these strategies for you.

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