Seneca Reid Ltd Logo

Life Centred Financial Planning

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 2021/22 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.

A guide to successful estate planning

Personal Finance

Firm says sites are slow to act when warned that fake reviews are being solicited on their platforms
Despite the savings charts starting to stabilise, savers are facing a challenging market as the Consumer Price Index (CPI) rose to 2.1% in May, resulting in no accounts offering rates that are able to match or beat inflation
Find out what your retirement might look like and how much you should be paying into a pension using our calculator. How to maximise your pension pot.
Lifetime ISA explained - are they any good? Best and cheapest Lifetime ISA for stocks and shares or cash. Lifetime ISA vs pension vs Help to Buy ISA
There is growing pressure on portfolio managers and boards to increase disclosure of personal ownership of funds and investment trusts...