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.
The End of the Bank of Mum & Dad?
Lenders are introducing new rules that mean first-time home buyers cannot rely on the “Bank of Mum and Dad” stumping up most of the cash for their deposit.
Fear of Potential Tax Rises Spurs Passing Down of Wealth
With younger generations set to be hardest hit financially by the crisis, many parents and grandparents are reassessing ways of passing down their wealth sooner rather than later.
How Taking Financial Advice Can Add More Than £40,000 To Your Savings
We have all hired professionals to help us with various aspects of our lives – lawyers, plumbers, personal trainers – and willingly pay for the privilege. It is therefore surprising that so many of us baulk at the prospect of paying for advice on something as important as securing our financial future.
Getting ready for likely CGT changes
It was inevitable that sooner rather than later Chancellor of the Exchequer Rishi Sunak would put the nation on red alert that taxes will have to rise to pay for the £190billion of support the Government has given the economy to steer it through lockdown and beyond.
Junior ISA – The nature of the investment and planning opportunities
Junior ISAs were made available from 1 November 2011. The Junior ISA is available for any UK-resident child (under the age of 18) who does not currently hold a Child Trust Fund (CTF) account.
More than a quarter of grandparents expect to help grandchildren financially with a big life event
Recent research on two thousand people, aged between 60 and 80 years of age, has revealed that 26% are willing to contribute money to support their grandchildren through a key life event.
Planning for the cost of higher education
Latest stats on the cost of higher education and implications for planning.
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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