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.


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.

Personal Finance

Our ace investigator reported on the issue back in January, but questions were unanswered. Since then, Global Water Group, based in Cambridge, has graduated from a mystery to a scam.
What a mess this country now finds itself in. Of course, the finger can't just be pointed at the Government. Yet it makes the decision to jack up taxes next spring even more questionable.
Chancellor of the Exchequer Rishi Sunak has confirmed that this year’s Autumn Budget will take place on 27 October. What will it include?
Meteorologists and energy market experts predict a grim season for hard-pressed and vulnerable families