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.
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.