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.
Interest rates: a rise comes nearer
The US and UK central banks have both hinted at rates rises being nearer than they had previously expected.
The State Pensions Triple Lock will be disapplied for 2022/23
The Department for Work and Pensions (DWP) has announced the Triple Lock will become a Double Lock for the coming year only.
IHT Planning: Part of a Bigger Picture
For most individuals, inheritance tax (IHT) planning will not be an end in itself, but a component part of a wider estate preservation exercise.
Our Social care reform – who is going to pay?
The prime minister wants to fix the social care system but his plan to fund reforms by increasing National Insurance has been roundly condemned.
Investing for children – what are the options?
As we grow older, our financial priorities change. It looks like this is especially the case for grandparents who are big ambassadors of investing in accounts like Child SIPPs and the Junior Stocks and Shares ISA.
Property & Mortgage Outlook – September 2021
The temporarily increased nil rate band to £500,000 for residential Stamp Duty Land Tax (SDLT) ended on 30 June 2021. It has now reduced to £250,000 until 30 September 2021 and will further reduce to £125,000 from 1 October 2021.
Pandemic widens gender pensions gap
The pandemic has increased the gender pensions gap to almost £200,000, according to a new study.
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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