The end of the 2025/26 tax year is fast approaching. Here’s what you can do now to make the most of tax breaks and allowances ...

When Linda met her soulmate, John, it was like the storyline of a romcom. They were just neighbours until 1999, when a twist ...

Buffet's collaborative approach has helped his family maintain strong relationships while managing the immense ...

My grandma passed away last month. She did not have much money. Aside from her modest house and her car, everything she left ...

Imagine Joan, a 73-year-old widow who lives in a $1.5-million house and has roughly $1 million saved. Joan recently started ...

Most of us will never receive a life-changing financial windfall — but if you do, whether from an inheritance, a bonus, or an ...

This could result in (or add to) your estate being charged inheritance tax. In most cases this will be paid from your estate ...

I reflected on this legacy as I wrote my book’s acknowledgments: ...

Consider the hypothetical case of Jessica from Minneapolis, whose father died four years ago. She was entitled to a ...

For example, some beneficiaries choose to only take the RMDs and end up with a large remaining balance in year 10, which then leads to a substantial tax bill that year. Similarly, you will likely want ...

This year, while we’re all together, I’m thinking of bringing it up - maybe selfishly - but as a conversation to make sure ...

Following their father’s wishes while not alienating their brother has been a juggling act, but the plan has been working out ...