Including pensions in an estate for inheritance tax purposes marks one of the most significant reforms since the transferable ...

More tightening of the rules around inheritance tax – especially around gifting – could potentially be coming in the Budget.

Many people may feel taxed to death, but it's actually more than that. After you die, there may still be taxes to pay. Death can be a tax-triggering event. And there are two you should be aware of: ...

Giselle M. Cancio has over 10 years of editorial experience and content development in personal finance, education, travel, and sports. Her work has been published on NerdWallet, the Associated Press, ...

Pensions and inheritance are at the forefront of many people's minds ahead of the Budget. In her last Budget, Rachel Reeves announced she will pull pension pots into the inheritance tax net from April ...

An inheritance tax is levied when a beneficiary inherits assets from the estate of someone who died. There is no federal inheritance tax, but five states currently levy this tax: Kentucky, Maryland, ...

That’s particularly true in a handful of states where an inheritance tax still applies. Unlike federal estate taxes, which affect only the ultrawealthy, these state-level taxes can hit ordinary heirs.

In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers five questions on inherited IRAs. Question: I just inherited a traditional IRA from my aunt. I heard there ...