Matthew Burgess, director of View Legal, said overall TD2026/D1 is a helpful summary of key rules in this area but in relation to the approach concerning testamentary trusts (TTs), there are some ...

Two separate tax changes have effectively introduced death taxes despite Australia officially having none, sparking concerns about a growing government ... Read More The post How two quiet changes are ...

When it comes to money and family, saying no can be harder than it sounds.

A testamentary trust, sometimes referred to as a mortis causa or will trust, is one of the most effective and widely used estate planning tools in South Africa. Created through a stipulation in the ...

Byline: Matthew Kayser  Planning for the future means considering how your money, property, and belongings will be managed if you are no longer able to manage them yourself. For many […] ...

Learn key differences between IRC Section 409A and gift tax valuations for private company stock in estate planning ...

Dogs Trust has shared a 'warning' alert for pet owners who use social media. Issuing an urgent message, the animal charity said it has seen 'a rise in scammers impersonating our rehoming centres', ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Investment trusts offer a unique way to access diversified portfolios managed by professional investors. Our guide explains how these closed-ended funds work, their advantages over open-ended ...