Receiving an inheritance, whether expected or unexpected, is a bittersweet experience. While the extra money (or assets) may feel like a stroke of luck, it also comes with a major responsibility: ...

Inheritance planning is set for an overhaul in the coming years due to changes to how pensions will be treated as part of someone’s estate when they pass away. Including pension portfolios in the ...

An inheritance tax is levied when a beneficiary inherits assets from the estate of someone who died. There is no federal inheritance tax, but five states currently levy this tax: Kentucky, Maryland, ...

You may also owe inheritance tax if the deceased person lived in a different state that also charges inheritance tax, as some states have complicated rules covering how to apportion inheritance-tax ...

Wealthy families are increasingly turning to family investment companies to keep more of their money away from HMRC – but ...

When we hear the term inheritance, many envision a generous lump sum of cash being passed down and a quick, easy way to get ahead financially. Yet, quite often, the opposite ensues, and a battle might ...

How can you make financial gifts to your family safely, without the risk of the local authority coming for the money many ...