Finura is delighted to announce that we have been shortlisted, once more, in the Adviser Firm of the Year (London) category at the Professional Adviser Awards.
Having previously been awarded highly commended in the Best Client Engagement category back in 2017, we are keen to showcase how all areas of the business are reaching high standards.
Our entry was heavily judged on our response to a case study that was set by the judges and we look forward to finding the outcome at a black-tie ceremony next February.
For details of the other finalists, please click here.
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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.