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.
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.
Surviving a no deal Brexit
Here is a summary of what might happen to house prices, jobs, savings and pensions.
Long-term care insurance
An overview of the benefits and taxation of long-term care insurance policies.
The Importance of Financial Protection
We insure a lot of things in our private lives. We have contents and travel insurance, phone and car insurance but we often forget about the most valuable asset – ourselves.
Toby Owen-Browne selected as a finalist for Financial Adviser of the Year
Toby Owen-Browne, Director at Finura, has been shortlisted as a finalist in the Financial Adviser of the Year category of the fifth Growth Investor Awards.
How to Extract Profits Tax Efficiently
With small businesses liable to corporation tax, national insurance and PAYE, we look at the most tax-efficient ways to extract profit from your business.
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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