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 taxation and trust advice.


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

Chancellor Rishi Sunak cuts VAT on hospitality and offers firms a bonus to keep furloughed staff, in a bid to stop mass unemployment.
PPE costs and support for the economy add to the rising bill for fighting the pandemic.
Health and social care leaders warn the prime minister about the impact of the new immigration bill.
There are 18,000 more registered than a year ago, but some fear the pandemic could hit recruitment.
Nicola Sturgeon is to confirm the move to "phase three" of her route map out of lockdown.