General Financial Information

Capital gains tax, civil partnerships and inheritance tax are all financial matters that we can help you understand.

To get you started, we’ve brought together some information that you may find useful when dealing with these life events.

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Capital Gains Tax (CGT)

For 2019/20, individuals are entitled to an annual CGT exemption of £12,000 and trustees up to...

Civil Partnerships

Will writing, estate planning, tax planning, trusts and work based pensions are not regulated...

Inheritance Tax

The Financial Conduct Authority does not regulate advice on Estate Planning or Inheritance Tax...