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.
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.
Using Trusts as Part of an Inheritance Tax Planning Strategy
There is a common misconception that trusts are only used by the wealthy. However, they are accessible to all and can be a useful tool as part of a wider inheritance tax planning strategy. There are various reasons why a trust may be set up; some can be written into your Will and others can be set up independently. Here we explain what trusts are, what they do and the different types of trust available.
Five tips to help your children develop good financial habits
Given how important financial skills are in navigating life, it is a surprise that children are not taught about money in school. As a parent, there are a few simple things you can do to help give your children a head start when it comes to approaching finances.
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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