Inheritance tax (IHT) receipts jumped to a total of £6.6 billion through the first nine months of the current 2025/26 tax year, meaning more families are falling into the trap of giving away part of ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

Once a person has addressed the emotional questions around what to do with the inheritance, I can begin to create a custom financial action plan. Educating people about their new wealth is part of ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Inherited IRAs are taxed at ordinary income rates when distributions are taken. The SECURE Act mandates most non-spouse heirs withdraw all IRA funds within 10 years. Strategically timing withdrawals ...