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.

UK News

The health secretary says other gatherings held last year could be included in an official investigation.
The health secretary says new rules will buy time against Omicron and denies ministers have lost public trust.
The Electoral Commission fines the party £17,800 for failing to accurately report a donation for the work.
The image of the couple at Balmoral was shown to a US court on Wednesday.
Boris and Carrie Johnson announce birth of healthy daughter, their second child since he became prime minister.