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Mortgages

Do you want to reduce your current mortgage outlay or are you moving home?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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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 2019/20 tax year, and how you can use it in your year end tax planning.

Inheritance Tax

Inheritance Tax

A short explanation of Inheritance Tax and how to plan for it in your tax planning.

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