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 on 26th April at the Brewery in London.
For details of the other finalists, please click here.
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There are multiple ways to make a positive social impact with your money. Here are six of the most common that you may wish to consider, that your Finura financial planner can help you to implement. CHARITABLE FOUNDATIONS Trusts and foundations are usually created via a single primary donation. They are registered with the Charity […]
Stamp Duty Land Tax (SDLT) rates for additional residential properties have been increased from three percentage points above the standard residential rates of SDLT to five percentage points above the standard residential rates of SDLT for any transactions which take place on or after 31 October 2024.
Below is a summary of the rates which applied from 23 September 2022 – 30 October 2024 to additional properties versus the new rates with effect from 31 October 2024.
Have you ever found yourself asking “When can I afford to retire?”, “Can I afford to leave a legacy for my loved ones?”, “How much do I need to be saving for retirement?”. If you have, lifestyle modelling will likely be beneficial for you.