Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.
A comparison table of the pros and cons of VCT, EIS and SEIS in 2020/21.
The Sunday Times recently reported that Rishi Sunak was examining the replacement of Council Tax and possibly also Stamp Duty Land Tax (SDLT) with a new property tax.
As speculation of possible Capital Gains Tax (CGT) reforms in the 2021 Budget continues, below are some key CGT planning points for married couples/civil partners and individuals under the age of 18 that fall under the current rules.
HMRC has issued a press release to share some little known facts about self-assessment.
A handy checklist of suggested planning considerations for individuals for the end of the tax year.
Financial secretary to the Treasury, Jesse Norman, has said that changes should be made to the way self-employed workers are taxed.
Following the Chancellor of the Exchequer’s request to the Office of Tax Simplification (OTS) to review our current system for Capital Gains Tax (CGT), the OTS have since released the first of two reports, detailing the principles underpinning CGT and some recommendations for its reform.
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 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
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
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 Options
A guide to help you navigate your way through the process when suddenly faced with a loved one who needs care.Download