From deciding not to have more babies to making plans for how to give hundreds of thousands to adult children, Guardian Australia readers share their experiences of planning for life with or without ...

How do we solve the predicted entrenched disparity arising out of the great wealth transfer? We ask economists for their suggestions Read more from The Age of Inheritance series here The $5.4tn ...

After decades of trying to recover a massive claim stemming from an offshore inheritance worth multi-billions belonging to the late Abdul Razak Tayob Surtie, settlement negotiations could be on the ...

Martin Lewis has revealed two crucial marriage rules concerning inheritance tax. There is no inheritance tax on assets left between spouses, married or civil partners. This exemption applies ...

More families are setting up trusts to avoid paying inheritance tax, figures from HMRC suggest. Around 121,000 trusts were registered in the 2024-25 tax year, up from 115,000 the year before, taking ...

Jeffrey Epstein wanted most of his money to go to his girlfriend. Mr. Epstein’s brother and a Harvard math professor were also named beneficiaries. By Matthew Goldstein Two days before he killed ...

When you die, estate planners say, one of the finest gifts you can leave your heirs is a plan for avoiding probate. Probate is a legal process that distributes a dead person’s assets and settles their ...

My husband and I have been together for 25 years. We have two children, a son and a daughter, and we are looking forward to upgrading from our current home. We’re in our 50s and will probably get $1 ...

Baby boomers and older Americans have spent decades amassing one of the largest concentrations of private wealth in history. Now, that wealth is starting to be passed down to the next generation—and ...

America’s adult children say they are ready to manage that inheritance now. Their parents might disagree. A report from Fidelity Investments sheds new light on an estate-planning generation gap. Aging ...