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

The new rules will apply from 24 July and those failing to comply will face a fine of up to £100.
A court rules that refusing to rent to a person because they are on housing benefit is unlawful.
The Duchess of Cambridge helps the BBC launch its new Tiny Happy People initiative to help under-fives.
The Orange Order urged people to stay at home, but crowds gathered in some parts of Belfast.
Sabrina Verjee ran across 214 Lake District peaks in six days, 17 hours and 51 minutes.