We’ve been challenged by pension planning on Monevator before. In particular you may recall my previous post on a fictional middle-class duo, Sarah and Stephen, and their pensions-and-IHT-planning saga. Near the end of that piece, I read the vibes coming from the presumed shoe-in of an incoming Labour government and confidently declared: Nor do I … Read more
Any mention of inheritance taxes in a Monevator article invariably produces heat in the blog’s comments. One reason may be that few of us are talking about inheritance in real-life. Of course if you grew up in landed circumstances – strolling across the lower fields as your father waved his cane across your future realm … Read more
It’s estimated baby boomers will pass down more than $80 trillion to their millennial and Gen X heirs over the next 20 years. This is going to be the greatest wealth transfer the world has ever seen. The timing of these transfers will be a hotly debated topic for many families. Baby boomers were born … Read more
