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.
How to talk to young adults about money
The right financial education can make your children feel more confident about money so, when they are older, they have the knowledge and skills to meet their financial goals.
The Great Wealth Transfer: Baby Boomers To Pass On $53 Trillion To Their Children By 2045.
Baby boomers are set to pass on $53 trillion to their children by 2045 in what experts have called the ‘greatest wealth transfer in history.’
ISAs: 25 Years On
When they first appeared, in April 1999, ISAs were seen largely as a rebranding by the then Labour Chancellor, Gordon Brown, of two schemes introduced by his Conservative predecessors: Nigel Lawson (Personal Equity Plans – PEPs) and John Major (Tax Exempt Special Savings Accounts – TESSAs). Since that far off day, ISAs have undergone many changes.
How to talk to teenagers about money
The right financial education can make your children feel more confident about money so, when they are older, they have the knowledge and skills to meet their financial goals.
Podcast: How markets perform when rates are cut
In the latest Investor Download, Duncan Lamont, Head of Strategic Research at Schroders, takes us through what happens in markets when interest rates are cut.
Securing Your Legacy: The Importance Of Creating A Will To Safeguard Your Wealth
In the hustle and bustle of daily life, it can be easy to overlook essential aspects of financial planning. One such crucial component is creating a Will, a document that ensures your wealth is distributed according to your wishes after you pass away.
How to talk to children about money
The right financial education can make your children feel more confident about money so, when they are older, they have the knowledge and skills to meet their financial goals.
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 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 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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