Tax advisers are urging wealthy Britons to consider life assurance as a way to reduce inheritance tax and help future ...

Enquiries have at least doubled since the Budget, says one expert, who believes these are now likely to increase ...

We're 57 and jointly own a £1.3m house. We want to avoid a situation where the surviving twin might have to sell our home to ...

Affluent Britons are increasingly gifting money to family members amid concerns that Rachel Reeves may introduce stricter inheritance tax (IHT) policies. Wealth managers report a rise in gifting ...

Strategic use of gifting disbursements before one's demise can help to ensure the maximum amount of bequests to one's heirs ...

Recent changes in the law affect estate planning and could provide a template for our New Jersey legislature to improve ...

Bateson says: “Trusts are brilliant family asset protection vehicles, and they’ve been around for a very long time. Over the past few years their tax benefits have been very limited ...

A Qualifying Terminable Interest Property (QTIP) trust can be an advantageous tool for married couples to utilize as part of ...

It is imperative the policy is written into trust, as if it is not, it would pay into the estate - increasing the value and therefore the inheritance tax due. Whilst the cost of premiums will be ...

Are there any tax or other disadvantages to either the trust, to me (additional reporting or logistics, for example) or beneficiaries if I liquidate? One beneficiary opined that I should not sell ...

It is becoming increasingly commonplace for people to enter long-term romantic relationships without legally marrying. While there are no exact statistics on how many Americans fall into this ...