You always want to ensure your trust is aligned with your current situation and wishes. A simple amendment might do the trick ...

Dear Mike, Everyone in the farming community is up in arms about the inheritance raid by “Rachel From Accounts”, ...

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 ...

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

Speculation is mounting that the government may charge inheritance tax on pensions and extend the seven-year gifting rule. So ...

In this guide, Telegraph Money explains how you can set up a trust, what its used for, and how it may help you reduce inheritance tax liabilities. Whether you’re seeking to protect your ...

Pierre teaches that Estate planning is more than just deciding who gets what, anyone can do that on the back of a napkin.

Discover how effective estate planning can protect your loved ones from inheriting your debts, ensuring their financial ...

I am the trustee of my deceased aunt's trust. Her trust assets will be distributed to 15 beneficiaries. She did not own real estate. She had CDs, bonds, a ROTH IRA, a traditional IRA and a brokerage ...

When farmers protested in Westminster at the end of last year, many in the tax profession were already considering their ...

Pets can become taxable at a maximum of 40 per cent if you die within seven years of the gift, with a tapering scale if you ...

When it comes to building an estate plan, trusts are a common tool used to manage assets, minimize taxes and set things up ...