Without the tax breaks of marriage, including pensions in inheritance tax calculations – even if the person who dies was too ...

Inheriting a 401(k) can be a complex process with varying rules and options depending on your relationship to the original ...

Inheritance tax looks set to become harsher as Chancellor Rachel Reeves explores changes to boost Treasury revenues. The move ...

Changes made by Rachel Reeves could leave families with average-priced homes left paying large inheritance tax bills ...

Scottish families are being urged to seek legal advice before gifting large sums towards house deposits, as doing so could trigger unexpected Inheritance Tax (IHT) bills if the giver dies within seven ...

Inheriting money when you are over pension age is becoming increasingly common. Our agony uncle explains how a belated legacy ...

Chancellor Rachel Reeves could be about to make inheritance tax a lot harsher for "thousands more" people, a financial expert ...

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

A surprise inheritance of $20,000 from my aunt changed my life. I had always wanted to travel, and now, I live in Argentina.

It’s not such an uncommon thing to be the recipient of an inheritance. But it’s certainly not so common to receive $1.2 ...

Reeves has already ruled out increases to income tax, national insurance and VAT, while inheritance tax brought in a record ...

Chancellor Rachel Reeves reportedly has inheritance tax in her sights again with potential changes to limit the gifts loved ...