General

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


Tax Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.

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

Greater Manchester moves to England's highest alert, while Wales begins a 17-day lockdown later.
It will include a top level of measures more rigorous than those south of the border.
Pubs, restaurants and non-essential shops will shut when the 17-day lockdown starts at 18:00 BST.
Rhys James and his three friends were kept in isolation in a Florence Covid facility for two months.
A National Audit Office survey found employers asked staff to work while collecting furlough pay.