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.
How To Get Access To Your Child’s Trust Fund
From the 1 September 2020 millions of teenagers have been able to benefit for the first time from money in Child Trust Funds (CTFs) on reaching the age of 18. CTFs were originally set up for children born between 1 September 2002 and 2 January 2011, with a live Child Benefit claim. Around 6.3 million […]
Property & Mortgage Outlook – March 2021
Despite the pandemic, with the government’s official guidance allowing the property market to continue to flourish, it is business as usual for those looking to purchase property or remortgage.
Pension Contributions and CGT
How pension contributions can reduce CGT on capital gains.
Press Coverage – Professional Adviser
London-based financial planning firm Finura has made its first acquisition by purchasing IFA James Harvey Associates (JHA) for an undisclosed fee.
Press Coverage – International Adviser
International Adviser covers the news of Finura’s acquisition of James Harvey Associates.
Press Coverage – NMA Adviser Profile, Toby Owen-Browne
Finura Director, Toby Owen-Browne, talks to New Model Adviser about Finura’s journey so far and his plans for the company’s future.
Income Protection – How To Protect Yourself If You Can No Longer Earn Due To Ill Health, Accident Or Injury
There are various aspects of our lives that we can protect with insurance. One of these is your income, which can be protected via a policy called permanent health cover, or income protection.
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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