The rule of retirement inversion says that to have a great retirement, you must ask yourself what would ruin a great ...

The UK government has officially confirmed its plans to finalize the migration of claimants on income-related Employment and ...

On Monday, the Government announced that it was pushing ahead with its plan to bring discretionary pension scheme death ...

Chancellor Rachel Reeves is being called to avoid a "dangerous gamble" by implementing tax raid on pensions as part of her ...

The value of gifts made using a little-known inheritance tax loophole has nearly tripled in a year as families look for ways ...

Starting in 2026, the federal estate tax exemption is expected to jump to $15 million per person (that’s estimated to be $30 ...

Budget - SB 2510 (Welch/Sims) created the fiscal year (FY) 2026 budget appropriation bill. The budget is based on ...

United Kingdom's PensionBee is calling again for the urgent introduction of a legally mandated 10-day pension switch ...

The government and regulators are facing renewed pressure to introduce a 10-day pension switch guarantee, including the launch of a public petition, after research from PensionBee revealed the extent ...

Trusts are surging in popularity as a way to avoid inheritance tax, according to financial advisers on the frontline of estate planning. We look at what trusts are and if they are right for you.

Research published today by The Investing and Saving Alliance (TISA) proposes alternative approaches to the UK government’s proposed inheritance tax (IHT) reforms to pensions, instead of current ...

The government has been urged to rethink its plans to bring pensions into the scope of inheritance tax (IHT) after research from The Investing and Saving Alliance (TISA) outlined alternative approache ...