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 2024/25 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 couples to obtain essentially the same rights and responsibilities as marriage. Initially the Act permitted only same-sex couples to form civil partnerships. This was altered to include opposite-sex couples in 2019. 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

Tesla says shareholders have again approved a record-breaking pay deal for billionaire Elon Musk.
It comes after the company’s boss denied reports that the Range Rover was "Britain's most stolen vehicle".
Wells Fargo has fired a number of workers, after reviewing claims of fake keyboard activity.
Housebuilder Crest Nicholson warns on profits as the market softens while surveyors see confidence dip.
The low-cost carrier says it has made "significant improvements" but admits there is "work to be done".