Charitable giving tools are still available for taxpayers to decrease their taxable income as the future of the TCJA remains in doubt.

Under certain circumstances, the annuity can be distributed and taxed over a number of years. If you name a charity as your beneficiary, you can partially or fully offset income tax liability.

Could you or someone you know be eligible? The State Pension now provides essential financial support for 13 million older ...

After Belly2Brain's first fundraiser for the year, the founder would like to encourage the community to get involved.

Budget, Reeves announced that she would charge IHT on unused defined contribution pension pots from March 2027. Currently, ...

Pension Scheme has secured a £2.8m full scheme buy-in with Just Group, insuring the benefits of 30 deferred members and 10 uninsured pensioner members ...

Upon the client’s death, their heirs benefit from an income-tax-free death benefit and a step-up in basis by realizing all of ...

Being childfree means more than just living without kids. It reshapes your entire financial future. Explore strategies for ...

The Financial Conduct Authority has highlighted examples of good practice by firms dealing with vulnerable customers and ...

The Required Minimum Distribution is one of the most frustrating aspects in the financial arena and arguably one of the least ...

Volunteering, charity work, travelling and even part-time ... exit fees or missing out on benefits such as guaranteed annuity rates. The State Pension is the backbone of your retirement income ...