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 2021/22 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

People must remain cautious, the PM says, as lockdowns ease in England, Wales and most of Scotland.
Limited numbers of people can now socialise indoors and pubs and restaurants can serve alcohol inside.
Cinemas, galleries and museums are also among those reopening as Wales moves into alert level two.
Holidaymakers from England, Scotland and Wales are now able to travel to 12 "green list" countries.
People across the UK are encouraged to "plant a tree for the Jubilee" to mark the Queen's 70-year reign.