Trust Savings

The Trust Savings Worksheet will quickly illuminate the tax savings available by distributing dividends using a family trust.

Trust Savings Worksheet

This worksheet projects the tax savings available by distributing income using a trust rather than directly to a single shareholder.

This worksheet compares the total personal taxes paid by one individual to that of several trust beneficiaries for a clear presentation of tax planning value.

This can validate the some of the most valuable financial advice you might ever give to your clients... show them the money!

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YouTube video

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Download PDF


Main interface

Existing personal income

Existing personal credits and deductions

Marginal personal income

Marginal personal credits and deductions

Marginal personal federal tax calculations

Marginal personal provincial tax calculations

Net cash summary

Net tax summary


  • Trust Savings Worksheet (Standard)
  • Trust Savings Worksheet (Simple)