Estate Tax and Gift Tax

2+ day, 10+ hour ago   (308+ words) A 60-year-old woman wrote to MarketWatch’s The Moneyist column to ask whether it is fair that her 87-year-old mother wants to fund the education of her younger son’s two children during her lifetime. The mother plans to pay educational institutions…...

2+ day, 23+ hour ago   (58+ words) The Times We can’t sell Dad’s house because of probate delays — what should we do? Tim Snaith, a consultant to the London law firm Winckworth Sherwood, offers his advice £1 for 3 months Enjoy unlimited access to all articles. Ends soon. Enjoy…...

4+ day, 11+ hour ago   (508+ words) When German logistics billionaire Klaus-Michael Kühne died at 89, there were no children waiting to inherit one of Europe’s largest fortunes. There was barely an inheritance decision left to make. His estimated €42.2 billion fortune passed to the Kühne Foundation, the charitable…...

4+ day, 58+ min ago   (807+ words) Writing a will is probably not on the to-do lists of most 27-year-olds. But Erin Atkinson has already decided what should happen to her money and belongings when she dies. "At first it felt quite surreal because you associate wills…...

4+ day, 7+ hour ago   (1711+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy. Joseph…...

4+ day, 10+ hour ago   (348+ words) The distinction between an estate plan and a legacy plan sits at the center of Austin’s work. The estate plan determines ownership and authority over assets including catalogs, publishing rights, masters, trademarks, likenesses, memorabilia, archives and unreleased material. The legacy…...

4+ day, 17+ hour ago   (195+ words) Tuesday, 8 September 2026 07:42 In this week's Money newsletter: A misunderstanding at the heart of the seven-year gifting rule. Plus: "My accountant made an error and I've been left with a £9,000 bill - who pays?" So join our growing Money community - and thanks…...

6+ day, 1+ hour ago   (359+ words) The referral and partnerships business of Key Group said advisers should establish relationships with later life lending specialists to give clients access to options outside their own areas of expertise. Lifetime mortgages allow homeowners to release equity from their properties…...

5+ day, 18+ hour ago   (329+ words) Inheritance tax (IHT) receipts have hit a record £8.7bn in the 2025/26 tax year and are forecast to continue growing to £14.5bn by 2031, according to Government data. Consequently, the use of later-life lending products such as lifetime mortgages is becoming more important, says…...

5+ day, 20+ hour ago   (816+ words) Standard Life eyes IHT advice push as retail inflows rise Standard Life is preparing to expand its advice proposition into inheritance tax planning as the group reported higher retail inflows and a sharp rise in profits from its pensions and…...