You may think you know your spouse well enough to not be Googling “the best gifts for wives,” up until those words hit your ...

When you actively manage your finances and plan for your future, the feeling of personal financial empowerment is justly ...

President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains ...

The unlimited marital deduction is an estate preservation tool because assets can be distributed to surviving spouses without incurring estate or gift tax liabilities. Gifts made to non-spouse ...

Last month Labour chancellor Rachel Reeves attacked our inheritances on a host of fronts, in a tax grab that will cost us ...

You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to ...

Gifts up to a certain value per recipient per year are subject to the annual exclusion. The amount is $18,000 for 2024 and $19,000 for 2025. Spouses may both give gifts to the same person ...

DEAR TAMARA: The subject of thank-you notes is one of the most common complaints I receive from readers. Some people put off ...

One of the big changes made in the government's budget was the decision to make pensions subject to inheritance tax from 2027 ...

Inheritance tax bills are set to hit new highs following the Budget but families can move unlimited sums out of HMRC's reach ...

Pensioners are rewriting their wills in an attempt to dodge Labour’s inheritance tax raid. Law firms said they had received ...

It is the biggest rethink on pensions since 2015 — and it will lead many carefully laid financial plans to be painstakingly unpicked.