We are delighted to announce that Finura has been shortlisted in the Adviser Firm of the Year category at this year’s Money Marketing Awards 2018.
Finalists have been invited to attend an interview at the end of March as part of the judging process, with the winners to be announced at a ceremony on Thursday 21 June 2018 at The Artillery Garden at the HAC, London.
We will keep you informed of the outcome!
For more information on the awards, please click here.
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.