Trusts can be a tool to cut inheritance tax - but a reader wants to know if they can use several at the same time ...

An irrevocable trust, on the other hand, may be the better choice if your priority is reducing taxes and protecting assets.

Families are being charged up to £5,000 for misleading asset protection schemes that don’t deliver and offer false promises of shielding them from care home fees and inheritance tax. In what experts ...

Attorney Dennis Beaver explains why a “spendthrift clause” might be appropriate for some people planning their estates.

For those preparing to transfer wealth, try to balance technical planning with family considerations. Minimizing taxes and ...

“ [I]f a person holds property at death, it will receive a new basis equal to the fair market value of the property at the ...

HNWs brace for rising burden as pensions fall into inheritance tax scope Britain’s wealthiest are increasingly worried about ...

AI accelerates marketing but raises brand, security and privacy risks. Here's why the CMO, CISO and CPO must align on one map ...

At its heart, leadership is stewardship of a collective story. When leaders distort or conceal that story, they erode the ...

Learn how to protect your wealth from inheritance taxes in London before the upcoming changes in legislation take effect.

Living trusts help you avoid the probate process, which can be time-consuming and costly. Details about a will become part of the public record. A living trust's creator can change or cancel it ...

Over the next two decades, more than $84 trillion in wealth is expected to transfer from Baby Boomers to younger generations.