The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Many families face being out of pocket for months if they pay inheritance and income tax ...

Bereaved relatives will have six months to deal with their loved ones' pensions, after the Treasury rejected a Lords ...

From pensions to inheritance, HMRC’s Tax Confident website helps you understand tax in retirement with confidence ...

If you inherit super from mum and dad, you could be hit with a super death tax of up to 30 per cent of their super balance.

The abolition of the UK’s non-dom tax regime in April 2025 has accelerated a shift in global wealth migration that had been ...

Farm transfers often look complicated, but with the right reliefs and planning you can avoid a major tax bill.

She can be reached at charlotte.gifford@telegraph.co.uk /  and on X @charlotte_giff In 2008, James Hickman put his £100,000 ...

We are on the cusp of the largest intergenerational wealth transfer the UK has ever seen.  Over the next 30 years, Baby Boomers are expected to pass on around ...

Conventional wisdom assumes you will have paid off your mortgage before you retire, but, this is not always the case. A growing number of pensioners are retiring without owning a home outright, and ...

If you’ve welcomed a child into your family, there are several benefits and credits to consider. The Canada Child Benefit ...