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.
Why We Don’t Talk About Money
Here we look at why the ability to have conversations about money with loved ones is so important and how seeking out the right sources of advice is crucial.
Investing Within Pensions: Is Time On Your Side?
A crucial aspect of securing a financially stable retirement is the early initiation of pension saving.
Gifting Property: What Are The Inheritance Tax Implications?
Contrary to widespread belief, inheritance tax does not just impact the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill.
FINANCIAL AWARENESS DAY – 5 PERSONAL FINANCE TIPS
The 14th August is Financial Awareness Day, so it’s a great time to reflect on your personal finances and make sure that we are doing all that we can to prepare for the future.
Have You Got Unclaimed Pension Funds?
The UK’s first National Pension Tracing Day will be launched on 31 October 2021.
What would you do? A protection case study of a Finura financial planner
While every family is unique, when discussing potential personal and family financial protection with prospects and Clients, our financial planners are often asked “What would you do?”.
In this article, Finura Chartered Financial Planner, Tom Buss, talks us through how he chooses to protect himself and his family.
Video: Two key drivers of sustainable investing for the remainder of 2023
Charles Somers from Schroders discusses the key markets drivers in 2023 so far, what to expect in the second half of the year, and how a sustainable approach to investing can help navigate tough times.
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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