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.

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

UK News

The chancellor will give an update on Thursday about "protecting jobs" as the furlough scheme winds down.
There have been 6,178 cases in the UK in the last 24 hours, up 1,252 cases since Tuesday.
The Treasury says "now is not the right time to outline long-term plans".
His "non-partisan" plea has caused controversy, since royals are expected to stay politically neutral.
Its staff will soon offer customers disposable face masks to be paid for at the end of their trip.