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 most important thing to remember during times like these, is that the market as a whole has a very long history of recovering from downturns.
According to the latest figures from the Halifax House Price Index, the housing market is continuing to defy expectations.
How pension contributions can reduce CGT on capital gains.
Did you know, effective tax relief of 60% or more can be obtained on pension contributions where Clients are able to reclaim their personal allowance?
As of 21st January 2022, almost half the 12.2 million taxpayers who are due to file a self-assessment return for 2020-21 have yet to do so.
Every month, more than ten million people squirrel away some cash towards retirement. But are we saving enough to live comfortably in later life – and retire when we want?
Britain’s cost of living crisis worsened in December after inflation jumped to 5.4% – its highest level in almost 30 years – driven by the higher cost of clothes, food and footwear.
Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.
Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.Download
Budget Summary Autumn 2021
An overview of the all the taxation changes announced in the most recent budget.Download
Guide to Year End Tax Planning 2021/22
A brief guide on the key areas of tax planning that should be taken into account ahead of tax year end.Download
50 Tax Planning Strategies 2021-22
This guide highlights 50 ways in which you can currently use certain tax reliefs to your advantage and how to avoid some of the tax penalties.Download
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
GUIDE TO ALTERNATIVE INVESTMENTS
The central aim of Alternative Investment schemes is to encourage individuals to invest in smaller, unquoted trading companies which often find capital difficult to raiseDownload
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
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
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
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
Guide to Inflation
Inflation is being experienced all around the world as prices of food, fuel, electricity, and many other items that make up our routine shopping are going up fast. This marks a distinct change. In recent memory, inflation in most developed economies has been low. So what has changed, and what does it mean for investors?Download