In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

If gifts are made regularly from surplus income rather than capital, they can be exempt from IHT immediately, without the ...

Here’s a quick estate planning tip: one of the easiest ways to reduce the size of your taxable estate is to take advantage of ...

Should I leave it to them in my will and pay inheritance tax; sell it now and give them the money, but pay capital gains tax; ...

Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the ...

Unless you have given away more than $13 million in your lifetime, a $75,000 gift will not trigger the federal gift tax.

He has decided to give some money away now to me and my sister and will give us £90,000 each for a pension, but I am worried ...

There are many reasons for a business owner to develop a succession plan. It can ensure continuity and minimize disruptions, ...

Budget, Reeves announced that she would charge IHT on unused defined contribution pension pots from March 2027. Currently, ...

The annual gift tax exclusion amount—the most you can ... consult with an estate planning attorney. Article Sources Investopedia requires writers to use primary sources to support their work.

Explained briefly, block grants would basically give stated amounts to the states for their Medicaid programs and then leave ...

If you are confused by personal finance terms, jargon and calculations, heres a series to simplify and deconstruct these for ...