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.
Podcast: Are we heading for recession?
Chief Economist at Schroders, Keith Wade, talks about the probability of a global recession and its potential impact – and whether markets are yet pricing in a downturn.
The Money Purchase Annual Allowance Explained
Accessing your pension before retirement could trigger the Money Purchase Annual Allowance (MPAA), potentially reducing how much you can tax-efficiently save into a pension over the rest of your career.
Property & Mortgage Outlook – May 2022
A major estate agent has predicted the UK property boom is about to end, with prices set to stagnate following years of sustained rises.
Finura Makes 2 New Hires To Drive Expansion
Finura has expanded its advisory team with the recruitment of James Dubignon and Chris Budden.
Pensioners boosted by promise to re-instate triple lock
Pensioners are in line for a £733 boost to the state pension next year, after the Government promised to reinstate the state pension “triple lock”.
The National Insurance Tax Rise and What It Means
The UK government raised the rate of National Insurance (NI) by 1.25 percentage points as of Wednesday 6 April. Here’s what the changes to NI mean for you.
Words of Advice from the Financial Greats
In the context of finance and investment, there are a number of financial greats who have imparted their wisdom that has stood the test of time.
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.
Download
Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.
Download
Your Autumn Statement Summary 2023
An overview of the all the taxation changes announced in the most recent budget.
Download
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.
Download
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.
Download
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.
Download
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.
Download
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.
Download
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.
Download