Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.
Couples typically need £26,000 and single people need £19,000 a year for a comfortable retirement, new research reveals.
The state pension has been underpaid for an estimated 200,000 women, and Britons are being urged to check their entitlement.
House prices are likely to continue rising for some time despite hitting a new record high in May, one of Britain’s biggest mortgage lenders has said.
The fastest monthly growth of the services sector since 1997 and a fall in the number of workers on furlough signalled that the UK’s recovery from the coronavirus crisis remained on track in May.
The start of the next increase to state pension age (SPA) is still nearly five years away, at which point it will be phased up to 67 by April 2028. In the meantime, the Government has confirmed a rise in pension age for private pension provision that was originally suggested in March 2014.
We are thrilled to announce that three female members of staff have been shortlisted in this year’s Professional Adviser Women in Financial Advice Awards 2021.
It is generally regarded as a truism that the UK is embroiled in a love affair with property. This has been put to the test more rigorously than ever before over the past 15 months, with the Covid-19 crisis and sudden implementation of Brexit putting the brakes on much of the UK economy.
Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.
Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.Download
Budget Summary 2021
An overview of the all the taxation changes announced in the most recent budget.Download
Guide to Year End Tax Planning 2021/22
A brief guide on the key areas of tax planning that should be taken into account ahead of tax year end.Download
GUIDE TO ALTERNATIVE INVESTMENTS
The central aim of Alternative Investment schemes is to encourage individuals to invest in smaller, unquoted trading companies which often find capital difficult to raiseDownload
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.Download
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.Download
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.Download