This annual update on trust, estate, and gift taxation covers recent IRS guidance and administrative issuances, relevant ...

Most of us think of an inheritance as a good thing — something you would never dream of turning down. But believe it or not, there are times when saying “no, thanks” to an inheritance actually makes ...

Inheritance Funding reports probate delays can arise from will disputes, incomplete documents, complex assets, outstanding ...

Inheritance Funding reports inheritance advances aren't taxable in the US, serving as a financial lifeline for heirs facing ...

With the Budget on November 26 expected to conclude final decisions around reliefs that will make many farming families rethink their financial position and succession plan, families are being urged ...

For those preparing to transfer wealth, try to balance technical planning with family considerations. Minimizing taxes and ...

Ozzy's estate – including his Los Angeles home in Hancock Park and a countryside property in Buckinghamshire – may be the ...

Wealthy families are increasingly turning to family investment companies to keep more of their money away from HMRC – but ...

Learn how to protect your wealth from inheritance taxes in London before the upcoming changes in legislation take effect.

An irrevocable trust, on the other hand, may be the better choice if your priority is reducing taxes and protecting assets.

It's important to stay informed about these new updates, especially when planning your finances, to ensure your retirement ...