Financial services company Fidelity International says it is possible to save up to £18,800 with some clever tax-planning ...

New York is one of twelve states that has a separate estate tax. New York’s estate tax exemption is lower than the federal ...

Donald Trump’s tax policies have consistently focused on reducing or eliminating the estate tax, aligning with his broader economic philosophy.

The states with the highest 529 plan contribution limits allow as much as $575,000 to be saved for a single beneficiary’s ...

When minor children are addressed in an estate plan, special considerations are involved to ensure their well-being and financial security.

In 2025, the IRS increased several key tax credits, providing taxpayers with greater opportunities to save. Whether you’re a ...

Pay for college and retirement with a UGMA custodial account and Dividend Growth Investing. Learn why starting early can ...

The budget reconciliation process, introduced in 1974 as part of the Congressional Budget Act, functions as a supplementary tool to the annual budget process.REF Reconciliation in ...

Britons have been warned to prepare for a potential tax bill if they've ever made substantial monetary gifts to family ...

Tax season may not be the most exciting time of year, but it can come with some silver linings—like the opportunity to save for your loved one’s education while ...

The Inheritance Tax (IHT) warning comes as HMRC revealed that IHT receipts for April 2024 to December 2024 totalled up to a ...

You took the leap, rode the Bitcoin wave and now you’re sitting on a small fortune. Whether you bought in early or timed a ...