Sonoma, CA / Syndication Cloud / March 12, 2026 / Magnum Financial In recent months, renewed market swings and ...

Magnum Financial has launched inheritance planning advisory services designed to help heirs and beneficiaries manage ...

An inheritance can add to your finances, but taxes may reduce the amount that reaches you. Some states tax beneficiaries directly, while separate estate taxes may apply before assets are distributed.

Pensions could face a “double taxation” hit from April 2027, forcing advisers to overhaul long-standing estate planning strategies, according to Matthew Johnson, key partnerships manager from Octopus ...

While it's not exactly fun to financially plan for dying one day, it's better than leaving your loved ones unprotected. Whether it's an inheritance or an estate, you want to leave them in the best ...

The Autumn 2024 Budget confirmed that from 6 April, 2027, most unused pension funds and death benefits will be included in a ...

If the last few years have taught advisers anything, it is that planning complexity is not going away. Tax regimes shift, ...

About 3,700 more deaths resulted in inheritance tax in 2022-2023, according to the latest data from HMRC. But some families are paying more IHT than they need to because they are not taking advantage ...

Changes to inheritance tax rules are prompting more grandparents to contribute towards their grandchildren’s university costs ...

While it's not exactly fun to financially plan for dying one day, it's better than leaving your loved ones unprotected. Whether it's an inheritance or an estate, you want to leave them in the best ...