In our weekly series, readers can email any question about their finances, to be answered by our expert, Rosie Hooper. Rosie is a chartered financial planner at Quilter Cheviot Financial Planning and ...

Dear Liz: My wife and I have purchased a few properties over the years and now we would like to give these properties to our children. I’ve read that the best way to gift properties is to wait until ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. This article is more than 2 years old. Understanding and ...

Mortgage brokers are receiving a growing number of enquiries from homeowners looking for ways to use a property to help them avoid inheritance tax since the government revealed its plans to include ...

Estate planning isn’t a one-time event — it’s a moving target. With gift and estate tax laws in flux and even “permanent” reforms often lasting no more than a decade or an administration, families are ...

But what many don’t realize is that gifting property, or even the cash to buy it, can come with unexpected tax consequences. Under federal law, certain gifts might be subject to the gift tax, and if ...