When someone passes away, and leaves their belongings to others, an inheritance tax may apply. In a nutshell, inheritance tax is typically paid by the heirs or beneficiaries who receive the assets, as ...

Inheritance tax is a deeply unpopular levy charged on your estate when you die – but there are some tax-free allowances that ...

When it comes to transferring wealth, estate planning and tax planning go hand in hand. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...

When a loved one dies, there are a lot of things to worry about, from planning the funeral to dealing with your own emotions. As is often the case though, money is a major part of the calculus of life ...

Giselle M. Cancio has over 10 years of editorial experience and content development in personal finance, education, travel, and sports. Her work has been published on NerdWallet, the Associated Press, ...

The Pennsylvania Inheritance Tax has been the subject of much discussion and controversy over the years, at least among my clients and potential clients. Since there have been so many questions ...

Business Property Relief (BPR) was an important survivor of chancellor Rishi Sunak’s spring Budget in early March. The tax break can be a valuable tool in planning for inheritance tax, but had been ...

CBIZ, a Top 10 Firm based in Cleveland, released its 2026 Tax Planning Guide, offering a resource to help businesses and individuals navigate the extensive changes in the recently passed One Big ...

Today, we come to one of the most potentially useful inheritance tax planning tools – the humble pension. Most people know that private pensions are highly tax efficient. But their inheritance tax ...