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 2019/20 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 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.
A short explanation of Inheritance Tax and how to plan for it in your tax planning.

Personal Finance

Wearing new clothes and then returning them to the retailer is now so common that sellers are clamping down. So what do shoppers think of the practice?
Find out what the latest inflation figures from the Office for National Statistics (ONS) mean for your cash, and where to find the best savings accounts.
Our savings best buy table hightlights the best fixed rate bonds and savings account offers in the UK.
With CPI (Consumer Price Index) figures released today showing that inflation during August has fallen to 1.7%, eight in 10 (81%) cash savings accounts fail to beat inflation
No plans to downsize for majority of over-55s