General

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


Inheritance Tax

Inheritance Tax

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

Capital Gains Tax (CGT)

Capital Gains Tax (CGT)

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

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 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.

Newsletter_Sept_2018.pdf

UK News

News of John Bercow's plans follows damning report into the Commons' handling of bullying cases.
Russell Bishop was cleared of killing the nine-year-olds but his acquittal was quashed, a court hears.
Anna Burns, the writer of Milkman, is the first author from Northern Ireland to win the prize.
He is due for release after serving half his sentence for inviting support for the Islamic State group.
A depleted Wales beat the Republic of Ireland as Harry Wilson's beautiful free-kick illuminates an otherwise drab Nations League match in Dublin.