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.
Pension Changes for the Tax Year 2020/2021
While pension tax relief remained untouched in the recent Budget, there were several other key changes that may impact your pension plans for the forthcoming tax year.
Different Types of ISA
While few savers will have the full £20,000 to put away in one go, by opening an account now, you could put yourself in a better position for the new tax year ahead.
Multi-asset outlook: Q1 2020 Update
Global head of Multi-Asset Investments, Johanna Kyrklund looks back at Q1 2020, highlighting the need for fiscal stimulus and the benefits of the provision of liquidity by the US Federal Reserve.
What is the Coronavirus Job Retention Scheme?
Since the Chancellor’s initial announcement on 20 March 2020, further information has emerged on the Coronavirus Job Retention Scheme.
Coronavirus: which expenses are taxable if an employee works from home
HMRC has published guidance on which expenses are taxable if an employee works from home due to coronavirus (COVID-19).
Markets and the Economy – Coronavirus Update
In this 60 second video, Chief Investment Officer Johanna Kyrklund from Schroders provides her latest views on how the coronavirus is affecting markets.
Finura announced as finalist at the Money Marketing Awards 2020
We are thrilled that Finura has once again made the shortlist for Advice Firm of the Year at this year’s Money Marketing Awards.
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.
Download
Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.
Download
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.
Download
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.
Download
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.
Download
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.
Download
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.
Download
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.
Download