General

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

Inheritance tax planning is 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 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

Ms Vennells gave testimony over three days, watched by those affected by the Post Office scandal.
A law quashing convictions from the Horizon IT scandal received Royal Assent late on Friday.
The deal will create a financial business with millions of customers and about £89bn worth of assets.
Paula Vennells is quizzed on how much she knew about remote access to sub-postmasters' computers
A household using a typical amount of gas and electricity will pay £1,568 a year.