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.

The Financial Conduct Authority (FCA) does not regulate buy to let mortgages & Estate Planning.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.


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.

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

UK News

From Monday, there will be no limit on visits to care homes and self-isolation periods will be cut.
In US court files, the prince, who denies assault claims, also asks for a jury trial in his accuser's lawsuit.
The legal measures are dropped but some shoppers and commuters will still be asked to wear face coverings.
The UK defence secretary is trying to build support for Ukraine amid the warnings of an invasion.
Carmakers are hit by pandemic-related chip and staff shortages, and the closure of a major plant.