HM Revenue and Customs (HMRC) is cracking down on property valuations in inheritance tax (IHT) returns as rising house prices see more families dragged into the taxman’s net. The number of cases HMRC ...

DEAR ERIC: About 10 years ago my aunt died and left her estate to my mother, myself and my three siblings. She was not married and had no children. My mother received the bulk of the estate. Each of ...

Dear Eric: About 10 years ago my aunt died and left her estate to my mother, myself and my three siblings. She was not married and had no children. Related Articles Asking Eric: My husband’s Google ...

Savers with substantial self-invested personal pensions face a conundrum as an inheritance tax shake-up looms. While self-invested personal pensions (Sipps) remain one of the most tax-friendly ways to ...

With a background in financial journalism across national titles, Ruby loves helping people take control of their money and specialises in pensions, tax, banking and benefits. Set as preferred source ...

THE WORK IS EXPECTED TO BEGIN IN 2028. PENNSYLVANIA IS ONE OF THE FEW STATES THAT STILL HAS AN INHERITANCE TAX, BUT NOW THERE IS A STATE LAWMAKER WHO WANTS TO DO AWAY WITH IT. REPORTER SHELDON INGRAM ...

We often frame conversations about intergenerational wealth transfer in terms of numbers and planning documents — an almost exclusively adult perspective. But the reality is that many young people are ...

It can be tough to decide where your assets should go when writing a will. Many of us hope to leave money, property, or other assets to our children to help them eliminate some money stress after we ...

I’m 80 and I need to get my financial ducks in a row. I have $650,000 in investments, $250,000 in life insurance and about $150,000 equity in my home, plus good long-term-care insurance. All of this ...

See more of our trusted coverage when you search. Prefer Newsweek on Google to see more of our trusted coverage when you search. Inheritance and estate taxes—sometimes dubbed “death taxes”—remain one ...