Trusts have been a feature of financial planning for decades, and the Labour government’s tax raid – in particular putting pensions within the scope of inheritance tax – makes it a good time to ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

For investors, business owners and high-net-worth individuals, capital gains tax can be one of the most significant barriers to wealth preservation. Every time you sell a highly appreciated ...

Secure your legacy through strategic wealth transfer techniques. Discover effective strategies to ensure your hard-earned wealth benefits future generations.

Wealthy people have long used trusts to stash their money and pass it on to the next generation. That includes billionaire Rupert Murdoch, whose trust is making headlines as his family battles for ...

You’ve dedicated your life to ensuring the financial security of your family. However, without proper preparation, your estate may be unnecessarily depleted, undermining the fruits of your work.

These strategies can help you secure your family's financial future Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations.

"The best-laid plans of mice and men often go awry," wrote poet Robert Burns. That may be no truer than in estate planning. With the great wealth transfer underway, people – even the rich, famous and ...

When you imagine the wealthiest people you know — whether in real life or on the covers of magazines — you know that hard work or good luck (or a combination of both) likely played a role in building ...

Growing up, you probably had that one wealthy person you greatly admired — that favorite aunt or uncle who had a chic car and stylish clothes, and who definitely gave the best presents. Or the cool ...