We are delighted to share the news that Finura Partners won Tax-efficient Investing Planner of the Year 2017 at last night’s Money Management Awards.
The Money Management Financial Planner of the Year Awards are open to all financial advisers, including IFAs, restricted advisers and paraplanners. Each submission was marked against the international financial planning standards set by the Financial Planning Standards Board.
Following submission of a client case study, Finura Partners’ Director, Toby Owen-Browne, attended a face-to-face interview at the head office of the Financial Times in London back in September.
Competing against four other shortlisted candidates in the category, two of Finura’s directors attended the awards dinner last night at The Avenue restaurant in St James’ to hear the results and we are thrilled that Finura’s hard work in this area of financial services has been recognised at these prestigious awards.
For many individuals, the ISA may represent only a portion of a broader investment portfolio – but it remains a valuable tool for tax efficiency, liquidity management, and intergenerational planning. Below, we outline five reasons why summer is an opportune time to make a strategic top-up.
When it comes to passing on wealth efficiently, lifetime gifting can be one of the most effective tools in your estate planning strategy. But not all gifts are treated equally — and for high-net-worth (HNW) families, understanding the distinction between PETs and CLTs can mean the difference between zero tax and an immediate 20% charge.
Times Money Mentor recently posed the perennial dinner-party question: is a steeply-priced bottle really worth it? Their answer, in short, is “sometimes – but not for the reasons you may think.”