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.
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.
Navigating Career Breaks: Managing Money During Maternity Leave Or Career Pauses
Career breaks are a natural part of many women’s professional journeys, whether due to maternity leave, caregiving responsibilities, menopause, or a personal choice to step away and recalibrate. While these pauses can be rewarding and necessary, they can also create financial challenges — from reduced income to disrupted long-term savings.
Press Release – Matthew Boreham joins Finura as growth momentum continues
Finura is delighted to announce the addition of Chartered Financial Planner Matthew Boreham to our Financial Planning team.
New Tax Year, New Opportunities: What You Should Know About Your Pension In 2025/26
As we enter a new tax year, it’s a great time to take stock of your pension and make sure you’re making the most of the opportunities available. Here are the key updates and considerations for 2025/26 to help you stay ahead and get the best value from your retirement planning.
Pivotal moment in advice: The power of a holistic and behavioural approach
Rio Stedford, Head of Financial Planning at Finura, spoke to Professional Adviser about how the future of wealth planning now lies in a holistic approach that integrates hyper-personalisation, emotional intelligence, and outcome-based strategies 2025 marks a pivotal moment for the wealth management profession. Rapid technological advancements, shifting client expectations, regulatory, and political changes are reshaping […]
What To Expect From The Chancellor’s Spring Statement
The “Spring forecast” will be presented to Parliament on 26 March 2025, alongside a statement from the Chancellor, Rachel Reeves. What do we anticipate being announced?
Transforming Inheritance: Including Pensions in Estates for IHT from April 2027
In her latest budget, Chancellor Rachel Reeves introduced a major change to inheritance tax rules, bringing pensions into the scope of an individual’s estate.
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 Autumn Statement Summary 2023
An overview of the all the taxation changes announced in the most recent budget.
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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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