Tax Planning

This section contains useful information about different kinds of tax planning products available.

Our team of industry specialists are skilled at identifying suitable tax efficient products and keeping clients abreast of complex and ever changing regulation to help with financial planning. 

For specific advice, please get in touch.

Capital Gains Tax (CGT)

Capital Gains Tax (CGT)

This document contains a short explanation of Capital Gains Tax, the allowances available in the 2020/21 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 marriage. Though from March 2014 full same-sex marriage was legalised in England, Scotland 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.

Inheritance Tax

Inheritance Tax

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

UK News

After a low in cases at the end of June, the ONS estimated infections had been rising slightly in July.
Beachgoers are urged to avoid busy beaches, as forecasters predict one of the UK's hottest days ever.
Chancellor warns there is "always the risk" holidays may be disrupted, as virus cases climb in France.
Keeley Bunker, who was celebrating her 20th birthday, "trusted" Wesley Streete to walk her home.
Eric Joyce had a video clip on a device showing the "sexual abuse of young children", a court hears.