Inheritance tax is a deeply unpopular levy charged on your estate when you die – but there are some tax-free allowances that ...

Curious how much is inheritance tax? Most states don’t impose it, and those that do often provide exemptions to help reduce ...

Inheritance planning is the process of preparing for the transfer of one's assets to beneficiaries upon their death. The primary objective of inheritance planning is to ensure that an individual's ...

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, ushered in significant federal tax changes. Below are several key provisions ultra-high-net-worth (UHNW) families and ...

The pace of change in inheritance planning is accelerating, with advisers having to adapt quickly and efficiently to massive upheaval and uncertainty.

New company addresses one of the most emotionally and financially challenging moments families face Inheritance can ...

Not everyone wants an inheritance. Popular reasons for rejecting a windfall include avoiding tax hits, preserving government benefits, managing family dynamics, giving to charitable causes and using ...

Gifting has long been a key component of inheritance tax (IHT) planning. However, the reasons why and the extent to which people make gifts has started to shift in recent years. Many are now choosing ...

New limits to inheritance tax-free allowances are coming in from the Spring that affect business owners. Those looking to sell or transfer their assets into a trust before the changes need to act now ...