Designed to provide broad exposure to the Consumer Discretionary - Broad segment of the equity market, the First Trust Consumer Discretionary AlphaDEX ETF (FXD) is a passively managed exchange traded ...

Designed to provide broad exposure to the Consumer Discretionary - Broad segment ... flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors.

The Government's plan to levy inheritance tax on death benefits has received far less attention than pensions, but could be ...

Still, the chaotic 48 hours suggested that some in the Trump administration had overestimated their ability to impose ...

Good morning and welcome to your Morning Briefing for Wednesday 29 January 2025. To get this in your inbox every morning click here. AJ Bell adds 19,000 platform customers  AJ Bell said it will ...

A discretionary will trust allows your estate ... can help you grow your wealth and ensure your finances are as tax efficient as possible. A key driver for many people is investing for or in ...

For complex or discretionary trusts, income not distributed cannot be deducted. Do You Have to Pay Taxes on Money Inherited From a Trust? Beneficiaries are responsible for paying taxes on money ...

A key expectation is the introduction of higher income tax exemptions to boost disposable income for middle-income households ...

Financial advisers are cautioning against taking extreme measures in response to the government’s plans to slap inheritance ...

It is the region's 14th-largest money manager, as ranked by discretionary ... providing trust and fiduciary services, investment management and estate, tax and charitable planning.

Recent changes in the law affect estate planning and could provide a template for our New Jersey legislature to improve ...