If you know you’re receiving an inheritance, you’ve seen the estate documents, your benefactors have given you a specific dollar amount and informed you how it could potentially change over the coming ...

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, ushered in significant federal tax changes. Below are several key provisions ultra-high-net-worth (UHNW) families and ...

Pension inheritance tax rule changes from April 2027 could create a liquidity crisis for some self-invested personal pensions ...

The clock is ticking on a major change to inheritance tax that’s expected to drag 10,500 estates into the net in the first ...