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.

UK News

Employers added 177,000 roles in April as the jobs market continues to prove resilient.
The pricing error allowed some shoppers to get pasta sauce, coffee and cookies for free.
The online marketplace says it will move to a "local fulfillment model" in the US, with sales handled by locally based sellers.
The boss of the retailer says he is "really sorry" for the disruption which caused it to pause its online operations.
The technology giant says US tariffs will add around $900m to its costs this quarter.