Families who cope best with inheritance tax (IHT) paperwork are those who plan ahead, say experts. We look at all documents ...

But new research from the Center for Retirement Research at Boston College reveals a troubling pattern: Older home sellers ...

You’re rattling around in a large family home that’s too big to manage, while your children and grandchildren are cramped in their much smaller house or flat. Why go through the arduous exercise of ...

Inheritance tax is charged at 40% on estates worth more than £325,000, known as the nil-rate band. If your home is left to a ...

How trusts protect vulnerable beneficiaries and why leaving extra money or relying on family goodwill isn't enough for estate planning.

What's the dumbest thing you've seen someone do with money? For many people, the answer comes quickly: buying things they can ...

Getting a lump sum to invest sounds like a good problem - and it is - but it can also feel like an anxiety-inducing puzzle. Read more here.

Here’s how to give money to your children safely, legally and tax-free ...

According to Fidelity’s latest Family and Finance study, a large percentage of Americans are planning to remain quiet about how much money they will leave to their heirs. A full 35% don’t want their ...

A call to “The Dave Ramsey Show” took an unexpected turn when Jean, a 70-year-old woman from Lexington, Kentucky, called in for financial advice. She explained that she was set to inherit $175,000 and ...