Nearly all adult children, 95%, say they’re ready to manage their inheritance. One-quarter of parents do not agree. If boomer ...

Adult children are increasingly asking parents to share wealth while they are still alive, but the legal, tax, and emotional ...

If you know you’re receiving an inheritance, you’ve seen the estate documents, your benefactors have given you a specific ...

In the end, a good inheritance isn't just about mere dollars and cents. It's about leaving a legacy that fortifies your loved ...

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families. The term might come across as complex but in essence, inheritance trusts involve ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

From April 2027, pensions will be included as part of your estate for inheritance tax purposes. So how can you reduce ...

Major changes to Inheritance Tax rules mean your pension pots could be raided even if you haven't reached retirement age yet. Under current rules, there is no Inheritance Tax to pay if you inherit a ...

A quick and easy paperwork change could avoid your children paying inheritance tax on your pension if you act now. Here’s how ...