We want our children to be financially comfortable, but should they inherit all your wealth? Kalpana Fitzpatrick looks at ...

Everybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with ...

Engelhorn, now 32, is one of many beneficiaries of what has become known as the Great Wealth Transfer. Over the next 20 years ...

The world is now on track to see five trillionaires within a decade, the latest annual Oxfam inequality report reveals.

If you meet the conditions of release, withdrawing lump sums are not a taxable event if you are part of a taxed super fund.

Learn the essentials of wealth transfer planning to ensure a smooth inheritance process. Discover strategies for minimizing ...

This article provides expert guidance on managing your inheritance, from estate planning to investment strategies.

It’s worth noting that many of the tactics you used to build a thriving business can directly apply to preserving your legacy ...

Founders are scared their kids are too lazy or lack the skills to take over their businesses, so they're trying to get them ...

But data from Cerulli found almost three-quarters of next-generation family members are likely to switch advisers following a wealth inheritance, and it is vital for firms to take steps to mitigate ...