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.
ISA Fundamentals
A new year offers a chance to spring clean your finances and prepare for the year ahead. As one of the most popular savings choices for investors, below is all you need to know about opening an ISA account.
Bringing Your Financial Plans To Life
Our lives would be a lot easier if we could predict the future. Whilst it is unlikely that your financial planner has a crystal ball in their back pocket, what we do have is Cashflow Modelling!
A reminder of some of the basic IHT planning points
With the nil rate band frozen at £325,000, are you taking advantage of the inheritance tax planning options available to you?
Our Top Festive Movies
As the festive season approaches, our TV’s will soon be flooded with numerous snow-filled movies that only feel right to watch at this time of year. To help you navigate the plethora of options on offer, we asked a few of the Finura team which festive movies they love to watch year after year at […]
Six Ways To Use Your Money For Good
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.
Stamp Duty Land Tax – Higher Rates For Additional Dwellings
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.
Lifestyle Modelling: The Crystal Ball for Your Financial Future
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.
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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