The government is pushing ahead with plans to bring unused pension funds within the scope of inheritance tax (IHT) from April ...

Private placement life insurance can reduce the hardship they create for heirs. Although the Senate Finance has recently ...

Quantum Advisory, a pensions and employee benefits consultancy for small and medium sized employers, is highlighting the ...

We look at some of the more critical aspects of beneficiary nominations, tax implications and what can go wrong if things ...

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful Bill Act” into law, making many provisions of the Tax Cuts and Jobs ...

Annuities are a financial product meant to protect against longevity risk, or the possibility of outliving your money in retirement. You hand over a lump sum or series of payments to an insurance ...

Here, experts explain what generally happens to your pension after death. Inheritance rules regarding the state pension can ...

A HUGE change to Inheritance Tax and pensions has been confirmed this week in a blow to grieving families. The Government has ...

An annuity can provide a steady and reliable stream of income in your retirement years. The three common types have varying ...

More than 18,000 claims for overpaid inheritance tax were made over the past three years, according to HMRC figures obtained ...

Understanding the legislation that underpins your financial planning is critical to making confident decisions about your ...