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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

The Financial Ombudsman Service has ruled against Friends Life for giving unsuitable advice on a pensions transfer from a defined benefit scheme.
Kamran Tahir, a 23-year-old cognitive science student in Edinburgh, buys second-hand clothes but spends 'too much' on Deliveroo.
PENSION scam warnings have been issued by The Financial Conduct Authority and The Pensions Regulator after victims were scammed out of an average of £91,000. But how have people been duped by pension fraud?
Embark Services has returned to profit amid its drive to position itself as a digital retirement business in annual results published today.