While pensions can still be passed on after death, they will now be added to property and investments when calculating ...

However, when you're gifting cash, you'll have to keep HMRC in the back of your mind as you could risk your family facing an ...

With inheritance tax (IHT) bills rising fast, giving financial gifts to your loved ones early could be a great way to reduce your inheritance tax bill. Last tax year, IHT revenues hit a record high of ...

Generous Brits are unknowingly leaving their loved ones open to inheritance tax bills by failing to document how much they have given and to whom, according to latest research. Nearly half (45%) of ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. The intricacies of federal tax laws can be daunting, especially ...

Cash is an easy and quick present to give over Christmas – and it could protect some of your estate from the taxman down the ...

There are separate allowances for wedding gifts (up to £1,000, or £2,500 for grandchildren and £5,000 for children) and gifts ...

Christine Matus of The Matus Law Group ( released practical guidance to help households navigate real estate transfers among ...

Imagine a Christmas present that could change someone’s future, make a dream come true or just help pay the bills. Here’s why gifting assets ...

The nil-rate band (NRB) sets the threshold at which inheritance tax (IHT) becomes payable. Any part of an estate that exceeds ...