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.
Tax Year End Financial Planning
As the impact of Coronavirus continues to play out, causing much political, social and economic uncertainty, the approaching financial year end for 2020 feels comparatively insignificant. However, it would be remis to ignore the final opportunities available to improve the tax-efficiency of your finances.
After dramatic falls, are opportunities starting to emerge?
As Covid-19 continues to spread uncertainty and prompt market falls, experts at Schroders have highlighted the possibility that current valuations could become more attractive for investors.
Budget 2020 – Key Points at a Glance
With an unscheduled emergency cut to interest rates by the Bank of England, it made for an interesting start to Budget day.
How Stock Markets Perform After Heavy Falls
With Italy on full lockdown and markets reeling from the effects of Coronavirus, investors around the world are not surprisingly considering their options when it comes to managing their investments.
CORONAVIRUS – WHAT LIES AHEAD?
Until recently markets had taken the virus in their stride. However, as the outbreak has spread beyond China, uncertainty levels have risen considerably.
Inheritance and Intergenerational Fairness – IHT Review
The All-Party Parliamentary Group for Inheritance and Intergenerational Fairness has produced a set of radical proposals for inheritance tax (IHT) reform.
What the Budget might mean for taxes
Reports that Boris Johnson and the new chancellor, Rishi Sunak, are preparing tax rises in the budget on 11 March have raised concerns within the Conservative party.
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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