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.


This document contains a short explanation of Capital Gains Tax, the allowances available in the 2018/19 tax year, and how you can use it in your year end tax planning.
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 civil marriage. Though from March 2014 full same-sex marriage was legalised in England 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.
A short explanation of Inheritance Tax and how to plan for it in your tax planning.

For further information or to discuss your objectives please either Contact Us or Make an Enquiry using the online enquiry form. 

UK News

The former cabinet minister calls Theresa May's Brexit plan a "fudge" and "the worst of both worlds".
Prime Minister promises extra investment for industry weeks after Airbus threatened to leave UK.
Photographer Matt Holyoak says he aimed to capture "joy" in the Clarence House portraits.
Highways England will trial raising speed limits through motorway roadworks on quiet days.
The PM reveals the advice the US president gave her on how to handle Brexit negotiations.