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.
5 Top Tips To Boost Your Pension Savings
It was recently revealed in the media that the amount we need to enjoy a ‘moderate’ retirement has increased by £8,000 per annum, a 38% increase, in just one year.
Pensions carry forward – a quick guide
The payment of pension contributions to maximise the current tax year’s annual allowance and to make full use of carry forward is an important consideration for higher and additional rate taxpayers.
Podcast: Why real estate has become the talk of the town
After years of being out of fashion, real estate has suddenly become a hot topic for investors. Listen to Tom Walker, Co-Head of Global Listed Real Assets at Schroders, to find out why.
The Fundamentals Of Gilts – What They Are And Factors To Consider
Government bonds, commonly known as Gilts, have been a long staple in investment selection and portfolio construction. Essentially they are an ‘I.O.U’ to the government.
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 2025
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, […]
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.
Download
Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.
Download
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.
Download
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.
Download
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.
Download
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.
Download
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.
Download
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.
Download