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 state pension of £8,546 a year is not enough to live on, so it's crucial to pay into a private pension as well.
He’s paid £2.2m for period house in Dublin, his fourth such purchase in recent years. His primary residence remains Gigginstown House, about 60 miles from Dublin.
Gone are the days when a university education virtually guaranteed a well-paid job.
A 'shockingly low' number of fraud reports are being successfully cleared up as authorities fight a losing battle, according to data from a consumer watchdog.
When an older couple decided not to downsize after all and withdrew their home from sale, their bullying estate agent clobbered them with a £2,499 charge and instigated court proceedings.