Articles
Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.
Preparing For The Autumn Budget: What It Could Mean For Your Finances
The Autumn Budget is set for Wednesday 26 November 2025, when Chancellor Rachel Reeves will deliver her first full Budget statement.
Alongside the speech, the Office for Budget Responsibility will publish updated forecasts for the UK economy, giving us a clearer picture of the challenges and opportunities for the year ahead.
Using Lifestyle Modelling To Stress-Test Your Retirement Plan
Planning for retirement isn’t just about hitting a savings target — it’s about ensuring that the lifestyle you envision can be sustained throughout your later years.
Is Buy-to-Let Still a Good Investment in 2025?
For decades, purchasing property with the intention of renting it out was an appealing strategy for building wealth. There were several reasons why this was the case.
Five Strategic Reasons to Consider an ISA Top-Up This Summer
For many individuals, the ISA may represent only a portion of a broader investment portfolio – but it remains a valuable tool for tax efficiency, liquidity management, and intergenerational planning. Below, we outline five reasons why summer is an opportune time to make a strategic top-up.
PETs vs CLTs: What You Should Know About Lifetime Gifts And Inheritance Tax
When it comes to passing on wealth efficiently, lifetime gifting can be one of the most effective tools in your estate planning strategy. But not all gifts are treated equally — and for high-net-worth (HNW) families, understanding the distinction between PETs and CLTs can mean the difference between zero tax and an immediate 20% charge.
Good Taste Or Good Value? A Financial Planner’s Guide To Expensive Wine
Times Money Mentor recently posed the perennial dinner-party question: is a steeply-priced bottle really worth it? Their answer, in short, is “sometimes – but not for the reasons you may think.”
Saving For Your Children: A Guide For Women Building Financial Futures
In today’s modern world, women juggle an increasing number of roles, from being a parent, caregivers, building a career and supporting their partners, all the while thinking ahead to the kind of future they want for their children. One of the most powerful gifts we can give them is a sense of financial security and the freedom to pursue their dreams.
Downloads
Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.
Our Fair Value Statement
A document explaining our value to you, our culture and values, and the way we work with you.
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Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.
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Your Guide to Tax Planning 2024/25
A brief guide on 7 key areas of tax planning that should be taken into account during the current tax year.
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Your Guide To ISAs
When we save for the future we want our money to grow as much as possible. One of the easiest ways to maximise returns is to invest your money via an individual savings account, or ISA.
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Your Guide To Sustaining Your Retirement Income
Many factors contribute to a successful retirement; figuring what you are going to do with your time, keeping physically and mentally active, and managing your financial resources in a way that helps you achieve what matters to you.
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Your Guide to Care Fees Planning
A guide to help you navigate your way through the process of care fees when suddenly faced with a family member who needs care.
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Your Guide to Family Wealth Preservation
Inheritance tax is not just for the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill. Here is a guide that will give you an idea on how you can plan ahead.
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Your Guide to Climate Change
As scientists continue to monitor how our efforts are impacting weather patterns and the surface temperature of the planet, economists have also been paying closer attention to how it will affect investment returns.
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