Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.
The US and UK central banks have both hinted at rates rises being nearer than they had previously expected.
The Department for Work and Pensions (DWP) has announced the Triple Lock will become a Double Lock for the coming year only.
For most individuals, inheritance tax (IHT) planning will not be an end in itself, but a component part of a wider estate preservation exercise.
The prime minister wants to fix the social care system but his plan to fund reforms by increasing National Insurance has been roundly condemned.
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.
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.
The pandemic has increased the gender pensions gap to almost £200,000, according to a new study.
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 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 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 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 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