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.
Making pension contributions to reduce Capital Gains Tax
How pension contributions can reduce CGT on capital gains.
Making pension contributions to reclaim your personal allowance
Did you know, effective tax relief of 60% or more can be obtained on pension contributions where Clients are able to reclaim their personal allowance?
Avoiding self-assessment pitfalls
As of 21st January 2022, almost half the 12.2 million taxpayers who are due to file a self-assessment return for 2020-21 have yet to do so.
Are we saving enough to live comfortably in later life?
Every month, more than ten million people squirrel away some cash towards retirement. But are we saving enough to live comfortably in later life – and retire when we want?
Inflation at its highest for 30 years
Britain’s cost of living crisis worsened in December after inflation jumped to 5.4% – its highest level in almost 30 years – driven by the higher cost of clothes, food and footwear.
Declaring COVID-19 grants on tax returns
HMRC is reminding taxpayers who received COVID-19 grant payments during the 2020/21 tax year to declare them in their tax return.
Tax year end planning checklist for individuals – 2021/22 tax year
A handy checklist of suggested planning considerations for individuals for the end of the tax year.
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 Autumn Statement Summary 2023
An overview of the all the taxation changes announced in the most recent budget.
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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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