With wills being written and reviewed as part of inheritance tax (IHT) and succession planning, it is vital to understand the ...

Encourage voluntary management. The beneficiary may agree to have funds invested and drawn down over time under a separate ...

Inheritance Funding reports probate delays can arise from will disputes, incomplete documents, complex assets, outstanding ...

When a loved one who was financially comfortable passes away, there will be tax issues. You may be the heir responsible for dealing with them, and major bucks could be in play. This column addresses ...

Married couples often assume shared finances mean mutual decisions, but as one reader’s question shows, that’s not always how ...

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My pop passed away in 2000. His estate was awarded $50,000 in a class-action lawsuit over his cause of death. My brother was ...