Estate Planning

Avoiding a dependant’s relief claim

Advisor's Edge

Avoiding a dependant’s relief claim

A recent court case illustrates the risks that come with longer lives

By Akua Carmichael |February 7, 2020

4 min read

Decorative pattern

Estate Planning

Help your farmer clients maintain their tax advantages, Part 3

Be aware of the rules and considerations for a tax-deferred property transfer

By Rebecca Hett |February 6, 2020

2 min read

Help your farmer clients maintain their tax advantages, Part 2

Estate Planning

Help your farmer clients maintain their tax advantages, Part 2

Find out the criteria for determining qualified farm property

By Rebecca Hett |January 31, 2020

5 min read

Help your farmer clients maintain their tax advantages, Part 1

Estate Planning

Help your farmer clients maintain their tax advantages, Part 1

Avoid these pitfalls to access the lifetime capital gains exemption

By Rebecca Hett |January 30, 2020

3 min read