More families are using trusts for inheritance tax planning as the £325,000 threshold remains frozen since 2009.

The biggest inheritance tax advantages comes from a simple seven-year rule. According to the government, if the person setting up the trust lives for at least seven years after transferring the assets ...

A growing numbers of families are being pulled into the inheritance tax net as thresholds remain frozen at £325,000.

More families are setting up trusts to avoid paying inheritance tax, figures from HMRC suggest. Around 121,000 trusts were ...

The Great Wealth Transfer means many may inherit homes, but high taxes, maintenance costs, and legal issues can limit real ...

When you die, estate planners say, one of the finest gifts you can leave your heirs is a plan for avoiding probate. Probate ...

Jeffrey Epstein named 43 people who would inherit his vast fortune in a document signed two days before his death. It ...

Tax-related identity theft remains widespread and a potentially serious problem for victims, for whom authorized ...

When the Chicago-based Northern Trust Company acquired her grandfather’s Miami bank in the early 1970s to gain a foothold in Florida, Elizabeth Ludwig Madden kept her $20 million inheritance with the ...

In May of 2020, I stood in my front yard in Minneapolis and watched flames consume an apartment building on Lake Street. The ...

Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...

Jere Kalima’s suspense-filled novel pulls readers into a dangerous web of secrets, power, and hidden connections in The ...