The cash could then be used for long-term investing in ISAs or pensions or held in trusts that give you greater control over when and how children benefit. Selling down can also reduce your estate’s ...

According to AI, the pension will not be 'part of the estate' because it is in trust. So it can't be used to pay off the ...

On my wife's will and mine my stepdaughter is named as a beneficiary using my family name as is my biological daughter.

A couple in their 80s own a house worth £1m and each have £750,000 in savings. If one spouse leaves everything to the other, ...

What do you get when you put nearly 2,000 financial advisers in a (virtual) room and ask them about pensions and inheritance ...

Questions and answers about taxation rates, projects, budget cuts and possible future costs arose at the joint hearing by the ...

Nearly half of young Americans set to inherit homes don't think they'll be able to keep them—but the truth is, they can.

Our children expect to receive whatever is left of our estates when we die. If we decide to leave our assets elsewhere, communicate this to them.

How to proactively stress test your financial security and relieve anxiety in an ever-changing tax environment.* ...

Probate and settling all affairs is meant to take 12 months, but for one reader it’s now been two years with no end in sight. What can they do?

I am 65 and at the absolute peak of my earnings. I'm also in the 35% tax bracket and am not looking to retire soon. I need ...

Wondering if your gold jewellery attracts income tax? The answer depends on whether you simply own it or decide to sell it. Here’s a quick look at how the tax rules work in India.