Under current rules, outright gifts made to individuals are treated as “potentially exempt transfers.” In simple terms, no ...

More tightening of the rules around inheritance tax – especially around gifting – could potentially be coming in the Budget.

The grieving process is always challenging. But for many families, the slow legal process of distributing an inheritance compounds emotional pain with financial uncertainty. When pressing needs for ...

This unique policy can be an ideal option for those looking to leave a legacy, support their heirs, or manage estate taxes. When planning your estate, it’s important to understand how taxes may affect ...

The majority of families receive help when paying private school fees – 65% according to think-tank Civitas. Of this group, 30% have received a gift from family or friends, and 13% a loan from loved ...

For most people, the federal estate tax is nothing to worry about. In 2025, only individuals with estates above $13.99 million and married couples with estates of more than $27.98 million will be ...

More than half of households blasted death duties as unfair, more so than capital gains tax, alcohol duty and income tax.

Trusts can be a tool to cut inheritance tax - but a reader wants to know if they can use several at the same time ...