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.
Tax year end planning checklist for individuals – 2021/22 tax year
A handy checklist of suggested planning considerations for individuals for the end of the tax year.
Property & Mortgage Outlook – January 2022
Average UK property prices hit a new record high at the end of 2021, making it the strongest calendar year for price growth since before the Global Financial Crisis (GFC) in 2008.
Financial Resolutions for 2022
If getting your finances in order is on your to-do list, here are some tips to help you get started.
Average UK property prices hit a new record high
The latest Halifax House Price Index shows average UK property prices have hit a new record high of £272,992.
Potential self-assessment changes for the self-employed and landlords
The Government is seeking views on how and when taxpayers with new sources of self-employment or property income should start to interact with the tax system.
Property & Mortgage Outlook – December 2021
It is thought that the MPC are now not likely to hike the base rate until we know more about Omicron and establish how effective the current vaccines will be.
Equity release surges in popularity
A surge in homeowners looking to free up cash from their properties propelled the figure for equity release to £1.05bn in the three months to the end of September.
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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Budget Summary Autumn 2021
An overview of the all the taxation changes announced in the most recent budget.
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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.
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50 Tax Planning Strategies 2021-22
This guide highlights 50 ways in which you can currently use certain tax reliefs to your advantage and how to avoid some of the tax penalties.
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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 raise
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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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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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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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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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