Never a better time than now. With historically low discount rates and high gift and estate tax exemption levels, there has never been a better time to establish a charitable lead trust (CLT). Learn ...

As the discount rate remains high, donors should strongly consider charitable gift planning using a charitable remainder trust (CRT). The CRT is a contender for charitable gifting when §7520 ...

If Congress doesn’t pass a new law, the ultra wealthy could see be paying a lot more in estate taxes in 2026 unless they take ...

Consider this strategy when you sell assets to a trust or when you shift ... A valuation discount is when the value of the gift is reduced because of factors such as lack of marketability of ...

A significant 88 per cent of all investment trusts are now trading on a discount to their underlying assets, City A.M. can reveal. The gap between the share price of investment trusts and the ...

Erskine is a trusts and estates attorney ... to recover their value in the medium to long term. Making a gift of these discounted investments that are then held by or for your beneficiaries ...

The gift card applies to new joint accounts, family, individual or young person membership. Set up a National Trust membership now The National Trust is also offering a 25 per cent discount on ...

The trust focuses on three main areas for investment: investment trusts on a discount to net asset value; family-controlled holding companies; and Japanese stocks. It aims to “identify valuation ...

One of the crypto market’s leading products is rising as the SEC is being forced to rule on whether or not it can be converted to an ETF. The discount between the Grayscale bitcoin trust (GBTC ...

The full details of the proposed merger between Alliance Trust and Witan have been outlined, which include a discounted cash option for Witan shareholders if the deal goes ahead. The two companies ...

The gift card applies to new joint accounts, family, individual or young person membership. The National Trust is also ...

A significant 88 per cent of all investment trusts are now trading on a discount to their underlying assets, City A.M. can reveal. The gap between the share price of investment trusts and the price of ...