Finura is delighted to announce that we have been shortlisted in two categories at this year’s Retirement Planner Awards – Best Individual Pensions Firm (South East and Anglia Region) and the Best Corporate Pensions Advice Firm.
With pensions and retirement planning forming a key part of our service, we were keen to enter the awards to demonstrate how Finura approaches this area of financial planning to help clients create robust and tax efficient retirement plans designed to provide security and flexibility in retirement.
The awards are aimed at highlighting the importance of retirement planning in the UK, and celebrate how providers and intermediaries are rising to the challenge of pension provision, particularly in the light of recent pension freedoms. The winners will be announced on the 16th June at the Jumeirah Carlton Tower in London.
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.