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.
What Lockdown 2.0 means for your finances
Billions of pounds in support for struggling households has been paid out since the first lockdown, protecting more than nine million jobs. What can we expect this time?
Responsible Investing Does Not Have to Mean Sacrificing Returns
Over the years, there has been a widespread view that choosing to invest sustainably meant forfeiting greater returns. However, recent research has shown that this is not necessarily the case.
Morals Versus Money – What Motivates Investors More?
Whilst making money is an obvious motivator for our investment choices, the latest Schroders Global Investor Study has revealed some interesting insights into what is driving investors’ recent investment decisions.
A Guide to Responsible Investing
Net flows into sustainable/responsible funds in the US reached $20.6 billion in 2019, more than four times the previous annual record set in 2018, proving that this type of investing is soaring in popularity and strengthening its presence in mainstream investing.
Preparing your finances for the second wave
If you were not prepared financially for the first wave then that is understandable and you could be forgiven; but if you are not prepared for a second wave then things could get ugly. It is critical that you begin to prepare.
Age at which you can access your private pension plan raised
The British government has announced plans to raise the age at which pension pots can be accessed from 55 to 57.
Basic principles of inheritance tax
Inheritance tax (IHT) was introduced by the Finance Act 1986 to replace capital transfer tax and applies for transfers made on or after 18 March 1986.
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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