IntroductionLast week a client showed up looking for advice on how to work through a residential property purchase. He challenged us to come up with 2 approaches - aggressive and conservative that highlighted the basic for his partner! This particular client has seen the ups and downs of life, love and humanity and we knew that he likes information to be presented simply in an tabular form!
So we got to work…and in that process we uncovered some insights that we thought we'd share with our clients! Please note that we are NOT recommending one approach over the other and acknowledge that the right answer for you will lie somewhere in the continuum. In working through the scenarios, given the purpose of this article, we consciously removed all impact of tax structures, available tax losses, different types of mortgage products available in the market today and your ability to negotiate any variance to those. We've woven our insights into a story about John and Jane - see if you can pick them before you read the key insights part of the article!
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AuthorCORE Business Services Archives
September 2021
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