With most of us sighing relief that January is finally over, 2017 got off to a fantastic start for the Finura Partners team with the announcement that we have made the shortlists of three more awards.
We are delighted to have been shortlisted, for the second year running, in the Best Client Engagement category at the Professional Adviser Awards 2017. As something that we pride ourselves on, this shortlisting is recognition of our continued commitment to developing transparent, trusted and open relationships with our clients for the long term. We are also finalists in the Adviser Firm of the Year category for the London region. The results will be announced on 9th February at The Brewery London.
On Tuesday this week we were also announced as finalists in the Corporate Adviser Firm of the Year category at the Corporate Adviser Awards 2017. This year the awards celebrate 10 years of recognising and rewarding advisers and providers that have brought real innovations to the field of workplace financial services. As we approach our 3rd anniversary, we hope that our efforts to approach financial planning a little differently will hold us in good stead against the competition. We won’t have long to wait, as the results will be revealed at the Grange St. Paul’s Hotel on 28th February.
There are multiple ways to make a positive social impact with your money. Here are six of the most common that you may wish to consider, that your Finura financial planner can help you to implement.
Stamp Duty Land Tax (SDLT) rates for additional residential properties have been increased from three percentage points above the standard residential rates of SDLT to five percentage points above the standard residential rates of SDLT for any transactions which take place on or after 31 October 2024.
Below is a summary of the rates which applied from 23 September 2022 – 30 October 2024 to additional properties versus the new rates with effect from 31 October 2024.
Have you ever found yourself asking “When can I afford to retire?”, “Can I afford to leave a legacy for my loved ones?”, “How much do I need to be saving for retirement?”. If you have, lifestyle modelling will likely be beneficial for you.