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 ...

In the spirit of giving, there are rules to keep in mind, especially if you’re considering gifting your loved ones real estate in the new year. Financial planning is key to making sure you or your ...

The sky did not fall after all. For all the handwringing and prognostication, wealthy families (and their advisors) breathed a sigh of relief with the passage of the One Big Beautiful Bill Act (OBBBA) ...

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 ...

Gifting property—such as a flat or house—between husband and wife is legally valid under India’s income tax laws. At first glance, it appears highly advantageous because no immediate tax liability ...

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 ...

A National Philanthropic Trust report on complex assets showed that nearly two-thirds (61%) of contributions to donor-advised funds (DAFs) over the last five years were made with complex assets rather ...

Selling Swag Partners' founder explores how companies leverage gifting programs to streamline operations, control budgets and enhance brand consistency. In the competitive landscape of multifamily ...