The years 2025-2026 mark an inflection point for estate, gift and generation-skipping transfer (GST) planning following enactment of the One ...

Learn how the Nelson case validates tiered discounts in complex ownership structures, creating new tax efficiency for wealthy ...

Below are key federal caselaw developments from 2025 with practical implications for private wealth clients, along with planning insights ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

With the Autumn Budget fast approaching, uncertainty around potential changes to inheritance tax and lifetime gifting rules ...

The holiday season is upon us. Black Friday deals are already being released (with each year deals seeming to start earlier ...

More than half of households blasted death duties as unfair, more so than capital gains tax, alcohol duty and income tax.

With a short time left before 2025 comes to a close, year-end tax planning is all-important. Here are some areas to focus on.

Vance Barse evaluates which charitable planning strategies can help donors maximize impact via their estate planning.

More tightening of the rules around inheritance tax – especially around gifting – could potentially be coming in the Budget.

Parents who want to help a child financially often worry that generosity will trigger a tax bill. The rules are more flexible ...

Giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to support your ...