Inheritance tax (IHT) receipts jumped to a total of £6.6 billion through the first nine months of the current 2025/26 tax year, meaning more families are falling into the trap of giving away part of ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

Question: “I am 66 years old. I never had a financial adviser until my sister left me an inheritance eight years ago. In that time, the first adviser changed firms three times before going out on his ...

The death of a parent is a difficult time, bringing out strong emotions and highlighting any family conflict. Add to that the distribution of assets, and there’s the strong potential for family strife ...

Divorced and remarried parents risk unintentionally cutting children from their first marriages out of getting their inheritance tax-free, experts have warned. Inheritance tax (IHT) is among the least ...

Inherited IRAs are taxed at ordinary income rates when distributions are taken. The SECURE Act mandates most non-spouse heirs withdraw all IRA funds within 10 years. Strategically timing withdrawals ...