Inherited an IRA? Avoid These Common Mistakes That Can Cost You
If you inherited an IRA, that windfall may cost you money if you aren’t careful. That’s because there are rules around ...
Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
Even with Donald Trump's win, the future of the Tax Cuts and Jobs Act remains uncertain, so here's how to make the most of ...
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'How do I move my £500,000 portfolio from growth to income?'
Our readers need to adapt their investment strategy as they get ready to retire. Holly McKechnie explores the options ...
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For most people, the federal estate tax is nothing to worry about. In 2025, only individuals with estates above $13.99 million and married couples with estates of more than $27.98 million will be ...
Pensions in 2025: What savers need to know on shock IHT move, and a crunch state pension deadline
The new Government has already made its mark by announcing significant changes to pensions since the election. We look at ...
12 money tips for 2025 from pensions to wills and inheritance tax
The lump sum allowance - introduced from April 6, 2024 - provides all pension savers with the potential to draw up to £268,275 (assuming they had no Lifetime Allowance protection in place) from ...
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'I'm worried about inheritance tax changes, how can I give money to my grandchildren without a big bill?' Jasmine Birtles replies
Have you got a pensions and retirement question you'd like Jasmine to answer? Get in touch by emailing money@gbnews.uk.