The will provides a clear legal framework for asset distribution post lifetime, while the trust acts as a long-term asset ...

Trusts can be a tool to cut inheritance tax - but a reader wants to know if they can use several at the same time ...

In simple terms, you’ve “given away” the home but still benefit from it, which means the property hasn’t really left your ...

“ [I]f a person holds property at death, it will receive a new basis equal to the fair market value of the property at the ...

The Setting Every Community Up for Retirement Act of 2019 (the SECURE Act) changed the distribution rules for beneficiaries ...

Attorney Dennis Beaver explains why a “spendthrift clause” might be appropriate for some people planning their estates.

As global wealth transitions between generations, affluent families face a new challenge: not just growing their fortune, but preserving it ...

With plenty of scams hiding in plain sight, it’s time to protect yourself (and emails) from potential threats.

With sweeping inheritance tax reforms and a £5.5 trillion wealth transfer ahead, collaboration is reshaping modern private ...

Data from the Financial Conduct Authority (FCA), analysed by TWM Solicitors, shows total life insurance premiums rose by 18% ...

Financial advisers are bracing for a surge in demand for inheritance tax planning (IHT) as new rules take effect. Transact’s ...

Whether you are a parent planning for a child with disabilities, an adult concerned about aging parents, or an individual ...