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.
Maximising your Wealth: The benefits of Inheritance Tax Planning
Planning ahead can help protect your hard-earned assets and ensure that your loved ones receive the most from your estate. In this article, Finura Chartered Financial Planner Gush, covers the benefits of Inheritance Tax planning within the UK.
Tax Year End – Capital Gains Tax Planning
With the Capital Gains Tax annual exemption remaining at £12,300 until April 2026, 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.
10 Digital Detox Activities For A Refreshed You in 2024
Since the pandemic, we have attuned to working remotely and digitally, more than in years gone by. This has caused many of us to pick up digital habits and forget the importance of staying connected in the real world. If you’re ready to hit the reset button and reconnect with the tangible aspects of life, […]
Podcast: The case for gold in 2024
For nearly 15 years, the relationship between gold prices and real returns on government bonds remained strong, then something changed. What happened? Listen to the latest Investor Download from Schroders.
Video: What conversations do we need to be having in 2024?
Listen to Finura, Benchmark and Schroder Investment Solutions discuss family wealth, the value of advice and portfolio performance in volatile markets.
Podcast: The circular economy and the $25 trillion opportunity
The circular economy is a huge investment opportunity. Listen to analyst Joe Fernandes and fund manager Jack Dempsey discuss how investors can take advantage of it.
Autumn Statement 2023 – Our Key Takeaways
Presenting the 2023 Autumn Statement, Mr Hunt decided to prioritise short-term tax cuts, making an immediate move to make a cut to national insurance.
Downloads
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.
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Your Autumn Statement Summary 2023
An overview of the all the taxation changes announced in the most recent budget.
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Your Guide to Tax Planning 2023/24
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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