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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.
The Advisory Portfolio Service can be accessed by our clients to provide additional, flexible guidance in relation to their investment and retirement portfolios. Delivered by our in-house Investment Committee in conjunction with your dedicated financial adviser this joined-up approach ensures that both the investment strategies adopted and your wider financial planning activities dovetail perfectly, providing you with a clear, accountable route to meeting your objectives.

Personal Finance

Britain's markets watchdog proposed measures to help five types of customers get better value for money in the 500 billion pound investment funds platforms sector, sending shares in leader Hargreaves Lansdown lower.
Financial workers weighing up offers to move to Europe after Brexit may find out that relocating is financially more complicated than they bargained for thanks to the long arm of Her Majesty's Revenues and Customs (HMRC).
The cost of a comprehensive motor insurance policy fell 11 percent in Britain in the second quarter, the biggest annual price fall since 2014, a survey said on Monday.
Britain's housing market saw a glut of new property offered for sale this month, keeping a lid on prices at a time when sales typically suffer from a seasonal lull, property website Rightmove said on Monday.
Bank of England Deputy Governor Jon Cunliffe sounded a note of caution about raising interest rates on Friday, saying there was limited evidence that wages were rising as fast as the BoE forecast earlier this year.