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

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

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

The tax and retirement planning expert shares what you need to know about the 10-year rule for inherited IRAs, which kicks in for 2025.

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 ...

Gain clarity on life insurance inheritance rules with a complete guide that covers legalities, taxes and distribution options.

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

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; ...

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

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 ...

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