Following our announcement earlier this month that we had been shortlisted in both the Adviser Firm of the Year (London) and Best Client Engagement categories at this year’s Professional Adviser Awards, Finura is delighted announce that on the 9th February we received Highly Commended in the Best Client Engagement category. Having missed out last year, when we were also shortlisted in this category, we are thrilled that our ongoing commitment to engaging with and building strong, long-term relationships with our clients has been recognised.
Next up are the Corporate Adviser Awards 2017, where we have been shortlisted for Corporate Adviser Firm of the Year. 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.