General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.

The Financial Conduct Authority does not regulate on Estate Planning and Tax Planning.

Tax treatment varies according to individual circumstances and is subject to change.


Capital Gains Tax (CGT)

Capital Gains Tax (CGT)

This document contains a short explanation of Capital Gains Tax, the allowances available in the 2020/21 tax year, and how you can use it in your year end tax planning.

Civil Partnerships

Civil Partnerships

Civil partnerships in the United Kingdom, granted under the Civil Partnership Act 2004, allow same-sex couples to obtain essentially the same rights and responsibilities as marriage. Though from March 2014 full same-sex marriage was legalised in England, Scotland and Wales, civil partnership remains available. Designed to be very much equivalent to marriage for same sex couples, a civil partnership carries both rights and responsibilities, in very broad terms, attracting the same legal and tax protections/advantages/disadvantages as a traditional marriage. This article explains further.

Inheritance Tax

Inheritance Tax

A short explanation of Inheritance Tax and how to plan for it in your tax planning.

UK News

The UK has officially fallen into recession after suffering its biggest slump on record between April and June.
Last-minute changes have been made to the way A-Level and GCSE results in England are to be decided.
Physical distancing among students is not required but hand sanitisers and one-way systems is the norm.
Alison Taylor fears she may have been unwittingly responsible for spreading Covid-19 to care homes.
The first minister has not ruled out extending the restrictions as 165 linked cases have so far been identified.