FREE TO READ] Wealth managers warn of ‘thousands of millionaires’ leaving UK ahead of chancellor’s Mansion House speech ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to financial advisers on the frontline of ...

The government has been urged to rethink its plans to bring pensions into the scope of inheritance tax (IHT) after research from The Investing and Saving Alliance (TISA) outlined alternative approache ...

From visa woes to family calls, overseas Indians are eyeing a return—but the financial path home is more tangled than the ...

My husband is inheriting a house from elderly friends, in his name only. It’s worth $1 million or more. We do not live in a ...

Your children are too young to legally own real estate in their own names, so some kind of guardian or trustee would need to ...

Life insurance policies are held in trust and can be an effective way of settling the IHT bill of an estate. Both types of policy pay out in the event of death, ensuring heirs are not forced to sell ...

"Say your inheritance suddenly doubles your retirement savings," Harder said. "You no longer need to maintain the same risk profile. In fact, you may decide to take a more aggressive approach, either ...

The concept of an inheritance is well known — but "inheritance ... Without a proper estate plan, your assets may not be ...

A wealth tax would be economically damaging, administratively burdensome and ultimately counterproductive. There is a clear need to push back against calls for one in the UK.

Some wits say, fatalistically, that Inheritance Tax (IHT) is both death and taxes at the same time. In my experience, client views on estate planning fall broadly into two camps.

Does your estate plan need to be reviewed for international considerations? It’s no surprise that we live in a global world, with family and work connections that cross continents. The question is, ...