Our unmarried son living abroad has died just before his first child was born. Who inherits? – The Irish Times
Our son recently died unexpectedly in Germany. He had recently taken a mortgage on an apartment with a…
Trump’s 401(k) order offers retirement savers crypto, private assets – World
NEW YORK: The new White House order directing regulators to expand access to alternative investments in 401(k) plans,…
Advisers warned not to put all ‘eggs in one basket’ with IHT planning
Having good communication skills will “really pay off” for advisers when it comes to discussing upcoming changes to…
Top 10 African countries with the best pension situation
Most African countries have undeveloped statutory pension systems, according to the Absa Africa Financial Markets Index 2024. The…
From record numbers to fresh leadership… Life360’s next chapter – Stephanie Gardner
Life360 has never been bigger, more profitable… or more in transition. The family safety and location sharing platform…
The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries
Estimates predict that the transfer of wealth from baby boomers to the next generations will be in the…
Social Security Gets a Shake-Up in 2026, and 3 Changes May Surprise Retirees
The Social Security program will undergo several important changes next year, some of which will impact benefits for…
HMRC Trusts and Estates Newsletter: August 2025
Welcome to the August 2025 edition of the HMRC Trusts and Estates Newsletter. We do not have a…
My Father Lives With Me, It’s Changing How I’m Prepping for Retirement
In 2011, my dad moved in with my family of four. Now, 14 years later, at 82, he’s…
HMRC issues warning for state pensioners who have to provide ‘letter of proof’
One taxpayer reached out to the financial service and tax department via X, formerly Twitter, to discuss the…
Complexities of wealth transfer and inheritance. Mornings puts a spotlight on the issue
Baby boomers, Australia’s richest generation, are expected to hand over $3.5 trillion to younger generations over the coming…
Is it time to means-test the state pension?
The new state pension is paid to those who paid enough national insurance, regardless of whether they have…