A Q&A on the potential 2026 estate, gift, and generation-skipping transfer (GST) tax changes and how counsel should approach planning with the uncertain future of federal transfer tax.

Beyond this, any gifts are “potentially exempt transfers”, subject to IHT if given in the seven years before death, the rate of which tapers as you get closer to that limit. If you’re 80 with an ...

Data from Quilter shows just 1,490 estates have utilised the "gifts out of surplus income" rule over the past three years.

Related: How the IRS taxes Social Security income in retirement. The new tax break is welcome news for the over 66 million ...

Desperate times for retirement security require desperate measures. That’s why I summoned the Supreme Grand Poohbah.

Nearly 10,000 families have faced investigation into their inheritance tax (IHT) liabilities in the past three years, new ...

With intrinsic value, practical utility and deep emotional resonance, jewelry can be a unique and meaningful Mother's Day ...

By staying adaptable, you allow your portfolio to recover and keep your long-term goals within reach. This balance ensures ...

It is a good time to consider a charitable gift annuity as a part of your Bates giving. Donors aged 70 ½ can also consider using IRA assets to fund life income gifts.

On Mother's Day every year, we celebrate the strength, love, and resilience of women who anchor our families. The greatest ...

For Americans considering retirement overseas, figuring out where you can maintain an optimal level of financial security is ...

There is a way for you to support Save the Children and feel confident that you have dependable income in your retirement years. You can do so through a charitable gift annuity. This type of donation ...