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General

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


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

We reveal what the most popular passive investments of the year have been so far.
When it comes to building a retirement pot or buying a home, do the younger generations really have it so bad? Tom Selby, 32, of AJ Bell, explains the financial advantages millennials enjoy today.
Trick the little ones into burning off all their energy on this bouncy castle of dreams