Editorial Policy

Source hierarchy

Primary sources come first: legislation, GOV.UK, HMRC manuals and published regulatory guidance. Secondary commentary may help explain an issue but should not replace primary verification.

Author and review

Technical pages identify the founder/editor and show a last-reviewed date. Material Budget, Finance Act, HMRC or regulatory changes trigger an out-of-cycle review.

Claims and evidence

We do not publish invented testimonials, client numbers, assets protected, regulatory status or professional-body affiliations. Qualifications are described only at their current verified level.

Corrections

Substantive corrections should be made promptly and logged internally with the changed wording, source and date. Content that cannot be verified should be removed or clearly qualified.

Commercial separation

Future adviser-referral revenue must not determine technical conclusions, professional matching or the way a reader’s data is presented. Commercial relationships will be disclosed.