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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Latest stats on the cost of higher education and implications for planning.
The RNRB, which is designed to protect the family home from inheritance tax (IHT), was £100,000 for deaths occurring in tax year 2016/17 and has been phased in gradually over four tax years at a rate of £25,000 per annum until it reached £175,000 in tax year 2020/21.
Traditionally parents would bequeath their assets to their surviving spouse and subsequently their children. But, as we live longer, there are increasing opportunities to use intergeneration financial planning which includes grandchildren and great grandchildren too.