General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.


Inheritance Tax

Inheritance Tax

A short explanation of Inheritance Tax and how to plan for it in your tax planning.

Capital Gains Tax (CGT)

Capital Gains Tax (CGT)

This document contains a short explanation of Capital Gains Tax, the allowances available in the 2019/20 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.

UK News

The ex-PM spoke to royal officials about her "raising an eyebrow" at the prospect of independence.
The Finnish PM says EU leaders need written proposals by the end of September - and France's Emmanuel Macron agrees.
Boris Johnson says an angry exchange with the father of a sick child is "part of my job".
Financial experts say schools are receiving a big funding boost - but only back to levels of a decade ago.
Debit cards were most used, but falling cash use pushed notes and coins to third place, say retailers.