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.
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.
Tax year end planning checklist for individuals
A handy checklist of suggested planning considerations for individuals for the end of the tax year.
Finura achieves corporate Chartered status from the Chartered Insurance Institute
Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.
Tax Rates & Thresholds 2019/2020
As we approach the busiest time of year in the financial calendar, we provide a reminder go the key rates and thresholds applicable to those working in England and Northern Ireland.
Multi-asset outlook: Markets in 2020 – The stabilisers remain on
In this 60 second video, Chief Investment Officer Johanna Kyrklund explains why in 2020 investors should take precautions against global growth disappointment.
Top tips for trouble-free end of year tax planning
With a plethora of avenues to plan for and consider, we have put together this brief guide on the key areas of tax planning that should be taken into account ahead of this important annual deadline.
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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