Many people downsize in retirement as a way to cut back on expenses and make their lives simpler. For some, this means ...

“One of the best ways to cut the amount of tax you have to pay is to make gifts during your lifetime,” says Sarah Coles, head ...

Business owners are at risk of missing out on valuable tax reliefs if they don’t begin succession planning in time, according ...

Brandon Graham may not have mentioned him in his retirement speech with the Philadelphia Eagles, but it's clear he loves his ...

As a retiree, you can spend your time and money how you want to. Whether that includes traveling the world or playing a ...

Retirement is a time to rethink some things, including our spending habits. Consider cutting costs of new clothes, ...

Pensions are an excellent estate-planning tool for high-net-worth (HNW) clients because they usually fall outside someone’s ...

By diversifying your retirement income sources to include some of these tax-free options, you can potentially lower your ...

I started a modest software company 27 years ago, and now earn up to £8million a year. Can I gift money to my children to ...

She added: “It makes me sad that we can’t do what we wanted or treat our family the way we hoped. “We thought we’d be ...

A little knowledge can go a long way toward saving on your tax bill. Print this out and take it to your tax planner so you ...

IRA funds can be withdrawn to put toward a home purchase, but depending on your age and circumstances, there may be financial ...