More tightening of the rules around inheritance tax – especially around gifting – could potentially be coming in the Budget.

The grieving process is always challenging. But for many families, the slow legal process of distributing an inheritance compounds emotional pain with financial uncertainty. When pressing needs for ...

Get market news, fund ideas and the latest investment insights from Fidelity’s savings & investment experts. Helping you make ...

Under current rules, outright gifts made to individuals are treated as “potentially exempt transfers.” In simple terms, no ...

There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...