Public Expenditure Minister Jack Chambers has said the Government will consider changes to inheritance tax thresholds and rates in Budget 2027, acknowledging a 'significant tax burden' on those who worked hard in Ireland for decades... 25 Jul

Ireland Inheritance Tax: Proposed Overhaul in Budget 2027

With the right strategies, you can avoid making financial mistakes and instead ensure most of what you want to leave behind lands in the correct hands... 23 Jul

End-of-Life Tax Strategies: Leaving More For Your Heirs

Just received a large inheritance in Canada? Avoid the emotional decisions that turn a windfall into a cautionary tale, with this "7-Step Money Plan Before You Touch a Dollar (2026)" 03 Jun

Before You Spend Your Inheritance: 7-Step Plan for Canadians

Only 6 US states currently impose an inheritance tax: Iowa, Kentucky, Maryland, Nebraska, New Jersey, and Pennsylvania. This "State Inheritance Tax Guide 2026" provides rate tables and answers to frequently asked questions. 01 May

Which US States Still Impose an Inheritance Tax in 2026?

Agricultural Property Relief continues to play an important role in succession planning for UK farmers and landowners, but the rules are changing. This guide explains how it works, following the reforms confirmed by HMRC. 24 Apr

UK Inheritance Tax: Agricultural Property Relief Rules & Reforms

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes. Take the time to meet with a tax and estate planning professional to ensure your gift and estate plans are well thought out and properly implemented. 17 Apr

Lifetime Gifting Strategies: Ways to Give Assets Tax-Free

State inheritance laws vary more than you might expect — learn how they affect spousal rights, what happens without a will, and which states impose inheritance taxes. 04 Apr

Inheritance Laws Vary By State: Understanding Your Rights

Estate tax planning can significantly affect what you leave behind. Here are six ways to help minimize taxes on your estate... 01 Apr

Six Ways to Help Minimize Taxes on Your Estate in Canada

Iowa's inheritance tax is fully repealed, but pre-2025 estates still follow the old rules. Here's what beneficiaries and executors should know.... 01 Apr

Iowa State Inheritance Tax Fully Repealed: What You Should Know

The 10-year rule for inherited IRAs means you have plenty of time to sort out what to do with your inheritance. Here's how the 10-year rule for inherited IRAs works... 29 Mar

Understanding The 10-Year Rule for Inherited IRAs

One of the most common misconceptions in Canadian financial planning is that you can “leave it all to the kids” without the government taking a cut. 10 Mar

Strategies to Minimize Estate Taxes in Canada

If you want to pass along assets to heirs, a little creativity can help you avoid or reduce estate taxes. This article explores eight smart and effective —most importantly, legal— ways... 03 Mar

Planning Strategies: Legal Ways To Reduce Estate Taxes