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