Inheritance

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Inheritance issues in blended families

Arranging your inheritance is always a tricky issue, but it is even more complicated with a blended family. There are…

3 years ago
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Gifts: a clear set of rules applies

Failure to make proper plans can lead to unpleasant surprises. Most people feel it is important that their savings or…

3 years ago
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The right age to inherit

Received at the right time, inherited wealth can be a significant blessing. It can provide financial freedom, allowing the younger…

3 years ago
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Smart ways to manage an inheritance

If you receive a sudden windfall, the temptation can be to blow it on a few years of extravagant living…

3 years ago
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Estate planning: making preparations for when you’re gone

Things are easier when you’re familiar with your financial situation and the legal rules. We often forget about longer-term issues…

3 years ago
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Expert interview: inheritance under the spotlight

Estate planning is no easy thing, whether for the person organising their affairs or for those close to them. Yet,…

5 years ago
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Why talking about inheritance with children can prevent conflict later

There are no shortage of famous historical feuds over inheritance: from billionaire real estate investor Leona Helmsley, who left $12m…

5 years ago
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How to talk about inheritance with your family

It is never easy to deal with the death of a loved one. And it’s a sad truth that on…

5 years ago
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Wills, forced heirship and tax – planning for inheritance

After a lifetime ensuring that your family’s financial needs are met, you might reasonably consider that what happens after your…

5 years ago
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Bequeathing or donation: what is the difference and what does it cost?

You have likely heard people of bequests and donations, but what are they really? Aren’t they the same thing? Well,…

5 years ago