A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her ...

Small business owners using pensions to invest in property or unlisted shares could face financial ruin under inheritance tax (IHT) changes due in April 2027, experts have warned. Proposals from ...

Pensions and inheritance are at the forefront of many people's minds ahead of the Budget. In her last Budget, Rachel Reeves announced she will pull pension pots into the inheritance tax net from April ...

A crypto inheritance plan is vital because losing private keys or seed phrases can permanently make assets like Bitcoin, Ether and NFTs unrecoverable. A strong ...

Using pensions as an inheritance tax planning tool may be dead but the importance of pension planning still remains, a panel has advised. Speaking at a recent conference, Octopus Live in the Capital, ...

Grieving the loss of a loved one is hard enough, and families are lucky if they're able to prepare in advance for the worst. What most families aren't prepared for, though, are the predatory calls and ...

The Delhi High Court's recent judgment in Kritika Jain v. Rakesh Jain (2025:DHC:7991) settles decades of legal ambiguity and reshapes property succession planning for millions of Indian families. This ...

Then, when inheritance tax is due, it will only be for £500,000, which is equal to my allowance.” However, this plan was torpedoed by Rachel Reeves last autumn when she announced that unused pensions ...

Are pensions subject to inheritance tax? Not yet. Under current rules, money held in pensions is exempt from inheritance tax. Because of this, pensions have been seen as a tax-efficient way to pass on ...

He spent the next year in limbo, caring for his mother as her health declined. After she died, a conversation at a wedding ...

I just learned that I’m inheriting a significant amount of property from the last person I would have expected this from. I had a brief marriage to a much older man when I was in my 20s. He basically ...