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.
Confronting The Pension Gap and Planning For Financial Independence
While the gender pay gap remains a well-discussed issue, the pension gap often goes unnoticed. This gap refers to the disparity in retirement savings between men and women, presenting significant challenges for women’s financial security in their later years.
Podcast: Re-imagining Retirement – Shifting Mindsets and Managing Risks
In the latest Investor download, Rob Starkey, Portfolio Manager, Schroder Investment Solutions, discusses simple, effective risk management in retirement investing, highlighting annuities and the bucket approach for stability.
Expats Returning To The UK: Avoid Financial Pitfalls With These 10 Tips
Moving back to the UK after living overseas can mark an exciting turning point, but it can also be a complicated process.
Investor Download: US election special
An attempted assassination, a sitting president ending his re-election bid and nominating his VP as his preferred successor: it’s been a wild two weeks in US politics. What does it all mean for the race for White House, the economy and markets? Watch now to find out. Articles on this website are offered only for […]
Finura in the Spotlight: Shortlisted for Multiple Awards
Finura has an exciting few months ahead, as we wait to see the outcome of a number of short listings in different awards categories.
5 Tips For Parents With Children Heading To University
Starting university can be a challenging transition, but with a few lifestyle changes and careful planning, it can be a much smoother and enjoyable experience.
Empowering Yourself For Your Future: The Importance Of Lasting Powers Of Attorney (Property And Financial Affairs)
Life is unpredictable and unforeseen circumstances can sometimes leave us incapable of making decisions about our own affairs. That’s where a Property and Financial Affairs Lasting Power of Attorney (LPA) comes into play.
Downloads
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.
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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 2023/24
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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