The following is a sample of 2024 tax saving and deferral strategies available to you by acting prior to Dec. 31.

If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now ...

The Gift and Estate Tax Exclusion is currently scheduled to be reduced by approximately 50% in about 13 months. Without ...

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Property price growth over the next few years is likely to increase the number of estates that owe inheritance tax. Our map ...

HARRY Potter star Rupert Grint has won his two-year battle to turn his historic estate into a Hogsmeade eco-village – leaving ...

After retirement, rental income is among the easiest and most passive sources of income. Rental prices rise in tandem with ...

No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...

Property price growth over the next few years is likely to increase the number of estates that owe inheritance tax. Our map ...

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a ...

Understanding how to safeguard and grow your wealth is critical. Stewart Willis, co-leader of Asset Preservation Wealth & Tax ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...