General

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


Capital Gains Tax (CGT)

Capital Gains Tax (CGT)

This document contains a short explanation of Capital Gains Tax, the allowances available in the 2026/27 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 couples to obtain essentially the same rights and responsibilities as marriage. Initially the Act permitted only same-sex couples to form civil partnerships. This was altered to include opposite-sex couples in 2019. 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.

UK News

The Institute for Fiscal Studies says the government will need a "top-up" of billions of pounds if it wants to meet its spending plans.
People are increasingly falling behind on credit card repayments, so here's the best way to get debt advice.
Both Republican and Democratic lawmakers have criticised the deal, which was announced weeks before the US midterm elections.
One in 10 scams reported to Citizens Advice relate to fraudsters charging for work not done, or done badly.
Brad Smith calls for global rules on AI, and says the UK is in the "best position" to lead the charge.