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.
The next budget date has been announced
The Chancellor has announced a Budget date of 6 November 2019, the first Budget after leaving the EU.
House price growth lowest in six years
House price inflation in the UK has stagnated since the Brexit vote amid ongoing uncertainty and political turmoil.
Private Medical Insurance – Is It Worth It?
Most UK residents are entitled to free healthcare from the NHS. With almost all conditions covered, it raises questions over why you would pay for private medical insurance (PMI).
Critical Illness Versus Terminal Illness Insurance
While the two may sound similar, they are in fact very different, particularly in relation to the severity of the illness. Also, one is free and the other one is not.
Family Income Benefit Insurance
Family Income Benefit Insurance is a special type of life insurance policy that pays out a regular income to your family members for a set period of time when you pass away.
Finura granted Pension Transfer Gold Standard
Financial advice firms who adopt this standard adhere to a set of principles, giving clients confidence that they are dealing with an ethical adviser when receiving financial advice about whether a pension should be transferred.
Life Insurance – How Much Do You Really Need?
Figures suggest that people typically overestimate the cost of life insurance by about 5 to 10 times, putting them taking out cover. However, it can be more affordable than you think, particularly if you start early.
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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