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.
As tax year end approaches, there is still time to make use of your available reliefs and allowances.
This tax year end planning checklist covers the main planning opportunities available to UK resident individuals and will hopefully help to inspire action to reduce tax for the 2023/24 tax year and to plan ahead for 2024/25.
As tax rate band thresholds are changing, understanding the impact on high rate taxpayers and the economy is crucial.
It was recently revealed in the media that the amount we need to enjoy a ‘moderate’ retirement has increased by £8,000 per annum, a 38% increase, in just one year.