John Mills is a registered investment advisers and certified financial planner. Reach him at 707-254-0155 or MillsWealth.com.

HMRC has clarified an important tax-free rule after a customer asked for guidance. The taxpayer had received an £100,000 gift ...

Providers have started to receive calls from clients wishing to cancel their request to withdraw tax free cash from their ...

There are no utterly tax-free investment options, but you can use a combination of strategies to minimise your overall tax ...

In 2021, I discussed under this column the new tax-free exchange (TFE) provisions under Section 40(C)(2) of the Tax Code as introduced in the Corporate Recovery and Tax Incentives for Enterprises Act ...

The handful of tax-exempt investments out there are fixed-income securities, like municipal bonds. But there are plenty of ...

Harris and Trump have different views on taxing capital gains. See what Trump said he would do if elected to the White House.

Isa account holders who are serious about reducing their tax burden should take full advantage of all the benefits offered by ...

If you are married and have unused defined contribution pensions when you die, does your spouse inherit the pension tax free, ...

There are also annual allowances for tax-free gifts, but for larger amounts, the seven-year rule applies. HMRC responded: ...

Pensions expert says it is vital not to leave the money in a bank account paying a poor rate of interest, where you may be ...

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and ...