If your late loved one was generous with gifts, then unless they kept good records you might have to turn detective when filling in inheritance tax forms. Even when an estate is not large enough to ...

Inheritance Funding reports inheritance advances aren't taxable in the US, serving as a financial lifeline for heirs facing probate delays.

Internal Revenue Code Section 2801 was introduced into U.S. tax law in 2008, creating a U.S.-based inheritance tax, otherwise known as the “§2801 tax.” In January 2025, final regulations were issued ...

Most states offer at least one tax break to retirees but some exempt multiple forms of retirement income and eight states ...

Many clients have inquired about the recent Budget announcements and how the changes to pensions will impact inheritance tax (IHT). At the moment, if you have a money purchase pension and you ...

State Representative Pat Curry explained why this is important now and said if passed Proposition 8 would be a safeguard to protect Texans.

Wealthy retirees could be taxed 87% inheritance tax on their pensions from April 2027, according to finance experts. Pensioners have been warned to reconsider spending habits, as their defined ...