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Mortgages

Whether a first time buyer, taking further steps up the ladder or buying to let, we can help.

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Protection

Life and Protection Insurance policies can protect you and your family

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Pensions

When do you want to retire and how much income will you need?

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Investments

Are you making the best use of any spare capital or surplus income?

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At retirement

Common retirement options in plain simple language

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Business Protection

Business protection is a way of protecting your business if something goes wrong.

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General Insurance

It’s important to ensure you put the right insurance in place to protect your home and its contents.

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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 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.

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