When preparing an estate plan, it helps to work in pencil. That’s because many clients may want to adjust their estate plans, ...

Yet paradoxically, the use of trusts has been in decline. Since the mid-2000s, when IHT changes began to bring more trusts ...

A serious knowledge gap exists among wealthy individuals when it comes to tax allowances available and if they are being used ...

“Yes, many retirees run into financing challenges when trying to downsize,” Jennifer Watson said. “You aren’t alone.” Other ...

PIO billionaire Lakshmi Niwas Mittal already has a mansion in Dubai and has now bought up “tracts of an intriguing development on the nearby Naïa Island” in the United Arab Emirates (UAE), says The ...

The trouble is, with universities tightening their pockets, it was becoming difficult to scale the business up. Successfully ...

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