Articles
Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.
Tax year end planning checklist for individuals – 2022/23 tax year
As well as considering tax planning for the current tax year, it is important to put in place strategies to minimise tax throughout the next tax year. The majority of planning strategies have greatest effect if implemented before a tax year begins.
A look back at 2022 inflation numbers
Inflation hit the highest level in 40 years in 2022, but what actually drove up the rate and can it come down?
Video: Energy transition trends Q4 2022
2022 proved to be a very challenging year for financial markets, with most asset classes down materially from their prior year-end highs. Unfortunately, energy transition equities have not been immune to this pressure.
Podcast: regime shift, inflation and systemic risk – the outlook for 2023
Listen to Johanna Kyrklund, Chief Investment Officer, and Keith Wade, Chief Economist at Schroders, look ahead to the potential themes driving markets and the economy next year.
Reminder of the types of trust that require registration
There is still a need for existing and new trusts to be registered through the online Trust Registration Service. This article will provide a general overview of the types of trust that require registration.
Tax Comparison of VCT, EIS and SEIS
A comparison table of the pros and cons of VCT, EIS and SEIS in 2021/22.
Avoiding the risk of being overcharged inheritance tax
House prices in the UK are expected to fall dramatically over the next year which could have an effect on the amount of inheritance tax people pay.
Downloads
Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.
Our Fair Value Statement
A document explaining our value to you, our culture and values, and the way we work with you.
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Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.
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Your Guide to Tax Planning 2024/25
A brief guide on 7 key areas of tax planning that should be taken into account during the current tax year.
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Your Guide To ISAs
When we save for the future we want our money to grow as much as possible. One of the easiest ways to maximise returns is to invest your money via an individual savings account, or ISA.
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Your Guide To Sustaining Your Retirement Income
Many factors contribute to a successful retirement; figuring what you are going to do with your time, keeping physically and mentally active, and managing your financial resources in a way that helps you achieve what matters to you.
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Your Guide to Care Fees Planning
A guide to help you navigate your way through the process of care fees when suddenly faced with a family member who needs care.
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Your Guide to Family Wealth Preservation
Inheritance tax is not just for the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill. Here is a guide that will give you an idea on how you can plan ahead.
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Your Guide to Climate Change
As scientists continue to monitor how our efforts are impacting weather patterns and the surface temperature of the planet, economists have also been paying closer attention to how it will affect investment returns.
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