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.
An overview of the new residence nil rate band and its impact on planning
The RNRB, which is designed to protect the family home from inheritance tax (IHT), was £100,000 for deaths occurring in tax year 2016/17 and has been phased in gradually over four tax years at a rate of £25,000 per annum until it reached £175,000 in tax year 2020/21.
Tips For Effective Intergenerational Financial Planning
Traditionally parents would bequeath their assets to their surviving spouse and subsequently their children. But, as we live longer, there are increasing opportunities to use intergeneration financial planning which includes grandchildren and great grandchildren too.
Protect your pension pot post pandemic
Pension savers and investors have seen the value of their pots tumble due to the coronavirus epidemic – but there are ways to mitigate against future falls.
Support for the self-employed
HM Revenue and Customs (HMRC) has begun contacting customers who may be eligible for the government’s Self-Employment Income Support Scheme (SEISS).
Avoiding bear traps
Looking at the FTSE 100‘s movements in the last few days, most commentators believe that we may be seeing a bear trap right now.
New coronavirus business support finder tool
The Government has published a new ‘support finder’ tool to help businesses and self-employed people to determine what financial support is available.
Coronavirus: Stay calm and do not rush financial decisions
Regulators have urged savers to keep calm and not rush to make any decisions about their pension in response to the coronavirus (Covid-19) pandemic.
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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