Equally, if you leave residential property to a child or grandchild, and the value of your estate is beneath £2million, you ...

The daunting task of working out and paying inheritance tax must be done in the immediate and intense period of grief after a ...

David Hobbs, 56, says Rachel Reeves’s tax raid ‘incentivises people to spend as much as they can’ - Jeff Gilbert. Since 2015, ...

Gen Z now leads all age groups regarding their intention to pass on wealth (39%) while 30% expect to receive one. Millennials ...

An adviser can help you negotiate the knowns and unknowns of estate planning to maximise the value of your assets for passing ...

Dad passed away 18 months ago - he had a will which left his estate to my mum. His estate contained a portfolio of five rental properties and the home that my mum lives in.

New research from M&G reveals a significant knowledge gap around inheritance tax (IHT), with nearly one in three people (32%) who expect to receive an ...

My client has been medically noted as having lost mental capacity due to Alzheimer’s and has a Power of Attorney (POA) in ...

Understanding and minimising estate duty is key to preserving your wealth for future generations in South Africa.

An estate planning specialist is writing a new book - inspired by the loss of one of his closest friends almost 25 years ago.

As a $90 trillion Great Wealth Transfer looms, more Americans say they are preparing to leave a financial legacy, yet fewer expect to receive one themselves.

“Gifts made from surplus income can be a powerful tool for inheritance tax planning,” says Andy, “but the key is evidence. You must be able to prove that the gifts are both regular and sustainable, ...