The Budget has quietly altered the rules on inheritance tax for pensions, and analysts say the fallout could catch families ...

The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Rachel Reeves’s property tax raid could hit homeowners with “backdoor death duties” of up to £140,077, analysis shows.

For years, the core question for taxpayers has been: "What is my asset truly worth in the eyes of the law, and how much value should be shown in my return?" Relying on assumptions, hearsay, or partial ...

It’s the day after Rachel Reeves’ crunch Budget, and after months of speculation we finally know how personal finances will ...

The Budget failed to address the UK’s long-term weaknesses in investment and a tax system that hampers growth, leaving the ...

News the lump sum will remain fixed comes after months of rumours that the limit could be at risk, which were only quashed ...

It is a joint portfolio for my husband and me, worth approximately £250,000. We are 85 and 86 years old and manage the portfolio ourselves. Our house is mortgage-free, valued at £750,000. Our goal is ...

Rachel Reeves hiked taxes by £26 billion as she faced forecasts of weaker economic growth, faster inflation and higher ...

Rachel Reeves refused to rule out another tax-hiking Budget after her statement today. The Chancellor unveiled £26 billion of ...

While the Chancellor previously vowed to exclude 'working people' from tax hikes, she changed her tune today by telling MPs ...