Families work hard to build wealth that lasts for generations, but a growing number are finding that their plans are under scrutiny. A legacy tax review can be an unexpected financial hurdle, potentially reducing what heirs receive if mistakes or overlooked details are found. This type of review is becoming more frequent as governments tighten oversight on inheritance-related taxes and wealth transfers. Understanding what triggers a legacy tax review can help families prepare and avoid unnecessary stress later on. Here are the most common reasons it happens and why it’s on the rise.
