We are delighted to reveal that Finura has achieved the Independent Financial Advice Gold Standard Award.
The win was announced at a ceremony at Fortnum and Mason on Thursday 21st November.
The Gold Standard Awards have been supporting higher standards in financial services in the UK for the past 17 years. During this period, economic, political and regulatory changes have witnessed a drive towards greater accountability and a call for firms to go beyond standard practice to fulfil customer needs.
The awards not only take account of a company’s capability to conduct business, but assess standards of service, financial strength, fair value and trust, as well as governance and social responsibility which reflect the current financial landscape.
For more information on the awards, please click here.
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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.