It’s the kind of statistic that can make anyone rethink their retirement dreams: less than half of Americans ever receive an ...

Benjamin Franklin referred to death and taxes as "the only certainties in life." And the inheritance tax touches on both. It's a levy on money, property or other assets a person leaves to others after ...

Inheritance can be a messy business for some families. Here are some reasons why you might want to give more inheritance to ...

Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if you have a money purchase pension and you ...

An inheritance won’t affect your Medicare eligibility or benefits, but the extra income could raise some premiums or affect your eligibility for income-based programs. Medicare rules can be complex.

Unmarried or unregistered couples are warned they still have no inheritance rights under the intestacy rules, regardless of ...

“For those close to retirement, it may mean drawing from pensions earlier rather than leaving them untouched as a legacy pot.