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.


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.

Personal Finance

The average return from typical 'default' pension funds is trounced by the performance of 10 actively managed funds popular with workers who choose their own investments, new research shows.
RETIREMENT is not what it used to be, as growing numbers work beyond state pension age instead of putting their feet up.
True Potential Investments and Zurich Intermediary Platform are the new faces on the shortlist for Platform of the Year 2018, just unveiled by the organisers of the Schroders UK Platform Awards.
The bank insisted I had to tell the ‘merchant’ involved to confirm the cancellation