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.
Getting ready for likely CGT changes
It was inevitable that sooner rather than later Chancellor of the Exchequer Rishi Sunak would put the nation on red alert that taxes will have to rise to pay for the £190billion of support the Government has given the economy to steer it through lockdown and beyond.
Junior ISA – The nature of the investment and planning opportunities
Junior ISAs were made available from 1 November 2011. The Junior ISA is available for any UK-resident child (under the age of 18) who does not currently hold a Child Trust Fund (CTF) account.
More than a quarter of grandparents expect to help grandchildren financially with a big life event
Recent research on two thousand people, aged between 60 and 80 years of age, has revealed that 26% are willing to contribute money to support their grandchildren through a key life event.
Planning for the cost of higher education
Latest stats on the cost of higher education and implications for planning.
An overview of the new residence nil rate band and its impact on planning
The RNRB, which is designed to protect the family home from inheritance tax (IHT), was £100,000 for deaths occurring in tax year 2016/17 and has been phased in gradually over four tax years at a rate of £25,000 per annum until it reached £175,000 in tax year 2020/21.
Tips For Effective Intergenerational Financial Planning
Traditionally parents would bequeath their assets to their surviving spouse and subsequently their children. But, as we live longer, there are increasing opportunities to use intergeneration financial planning which includes grandchildren and great grandchildren too.
Protect your pension pot post pandemic
Pension savers and investors have seen the value of their pots tumble due to the coronavirus epidemic – but there are ways to mitigate against future falls.
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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Budget Summary 2021
An overview of the all the taxation changes announced in the most recent budget.
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GUIDE TO ALTERNATIVE INVESTMENTS
The central aim of Alternative Investment schemes is to encourage individuals to invest in smaller, unquoted trading companies which often find capital difficult to raise
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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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