‘I need to get my financial ducks in a row’: I’m 80 with $1 million. How do I prevent my son from being hit with inheritance tax?

“I have $650,000 in investments, $250,000 in life insurance and about $150,000 equity in my home.” ...
At Home Hustle on MSN

The inheritance tax loophole closing in 2027: 9 steps homeowners should take

Understanding the Stepped-Up Basis Benefit Before It's Too Late Here's the thing about estate planning: most people don't think about it until it's too late. The stepped-up basis provision has been ...
Financial Planning

An overlooked estate planning strategy: Disclaiming inheritance

Not everyone wants an inheritance. Popular reasons for rejecting a windfall include avoiding tax hits, preserving government benefits, managing family dynamics, giving to charitable causes and using ...
IFA Magazine

Pensions and Inheritance Tax from April 2027: Why More Investors Are Considering SEIS

With unused pension funds set to fall within the scope of inheritance tax from April 2027, investors are being forced to ...
MoneyWeek

Junior ISAs could help with inheritance tax planning as more families utilise allowance

Looming inheritance tax changes will limit how much pension wealth can be passed on but more people may now be maxing out their loved ones’ JISA allowance instead. Junior ISAs (JISAs) are emerging as ...
Business News Wales

Inheritance Tax Planning Can’t Wait Til Later

Simon Jenkins​Managing DirectorCurtis Legal As a probate expert working with families and business owners across Wales, I see ...