Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.
Finura has expanded its advisory team with the recruitment of James Dubignon and Chris Budden.
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 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.
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.
With inflation rising there are worries we could be in for a damaging repeat of the 1970s. Keith Wade, Schroders Chief Economist, explains what happened and why it’s still relevant now.
Currently, housing demand remains at an all-time high with demand considerably outweighing supply and a reported six or more offers at the asking price or above for the most desirable properties.
While the Chancellor’s two previous announcements were dominated by Covid-19 support measures, this year’s Spring Statement was very much focused on addressing the cost of living crisis and was not the mini budget that some had predicted.
Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.
Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.Download
Budget Summary Autumn 2021
An overview of the all the taxation changes announced in the most recent budget.Download
Guide to Year End Tax Planning 2021/22
A brief guide on the key areas of tax planning that should be taken into account ahead of tax year end.Download
50 Tax Planning Strategies 2021-22
This guide highlights 50 ways in which you can currently use certain tax reliefs to your advantage and how to avoid some of the tax penalties.Download
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
GUIDE TO ALTERNATIVE INVESTMENTS
The central aim of Alternative Investment schemes is to encourage individuals to invest in smaller, unquoted trading companies which often find capital difficult to raiseDownload
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
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
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
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
Guide to Inflation
Inflation is being experienced all around the world as prices of food, fuel, electricity, and many other items that make up our routine shopping are going up fast. This marks a distinct change. In recent memory, inflation in most developed economies has been low. So what has changed, and what does it mean for investors?Download