This article provides expert guidance on managing your inheritance, from estate planning to investment strategies.

Taxation of trusts is ‘complex’ says wealth management expert - The tax treatment of property transferred into a trust depends on factors, according to Ian Dyall from Evelyn Partners.

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Happy to skip a generation to save thousands on inheritance tax? A deed of variation could be the estate planning tool you ...

Trusts give you control over asset distribution, both before and after your death. Trusts can be customized to meet your goals and your beneficiaries' needs. They're tax-efficient and can protect ...

The probate process can be lengthy and costly. A living trust allows you to set stipulations before beneficiaries can receive an inheritance. Living trusts are revocable, meaning they can be ...

Putting assets into trust can offer many benefits, for example to reduce your inheritance tax bill or to create a legacy for ...

Your will may not control all your assets. Find out how your ex can inherit from you if you own any that don’t pass through ...

Q. What’s the best way to leave money, a house and car to my son, who has a large money judgment against him? I have a trust set up but I’m not sure it will protect him. His ex has the ...

There are many legal ways to dodge the dreaded 40 per cent 'death tax' if you want to pass on the maximum sum possible and are prepared to plan ahead.

Aleksandra Fokina recently published an article entitled, Mandatory Share in Inheritance as An Institution for the Protection of the Rights of Family Members: The Experience of Russia and Foreign ...

Q. What’s the best way to leave money, a house and car to my son, who has a large money judgment against him? I have a trust set up but I’m not sure it will protect him. His ex has the judgment ...