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General

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


Capital Gains Tax (CGT)

Capital Gains Tax (CGT)

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

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 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.

Inheritance Tax

Inheritance Tax

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

British inflation unexpectedly held steady in October, according to data on Wednesday that raises the prospect that the rate could return to target faster than the Bank of England expects.
Average pay in Britain is rising at the fastest rate in nearly a decade, amid a record fall in the number of eastern European workers ahead of Brexit and business complaints about a shortage of qualified staff.
British employers do not expect to increase the average pay settlements they offer to staff over the coming year, an industry survey showed on Monday, raising questions about whether pay will pick up as the Bank of England predicts.
British house prices are falling on the broadest basis in more than six years, though the steepest declines remain focussed in London and southeast England, a monthly survey of property valuers showed on Thursday.
Starting salaries for new employees at British companies are rising at one of the fastest rates in recent years, reflecting staff shortages and robust demand from employers, recruiters said on Thursday.