We have used this section to collect what we hope will be useful information on a wide variety of financial topics.

It is a fact that since the very dawning of private share sales in coffee houses in London, the nature and complexity of investments and assurance plans has been plagued by jargon. Uugh! Fortunately the English language is capable of many nuances of meaning, unfortunately the legal profession has used most of them [apparently, in some cases, all in the same document]! So we have included a jargon buster covering many of the more commonly encountered terms – however – should you find a term that is not featured and you would like clarification, do let us know and we will interpret it back into understandable terms.

Also in this section are tax tables for the current and recent years. You may want to know the basic state pension allowance or want to know if the personal allowance shown on your payslip is the standard allowance.

Please remember though, tax rates and allowances are changeable and your personal circumstances, the time and manner of acquisition, may effect how your income and capital is taxed.

This is also a useful point to collect helpful documents and it is our intention to place more here over time. Initially we have included the link to our interactive fact find, a pdf version of the paper form for download and printing; and links to some of our firms brochures.

We hope you find this section interesting and useful. Please do let us know if there is something you would like us to develop here.