Finura Partners

Tax Planning

You cannot avoid paying tax, but you can help reduce the amount of tax you pay by making full use of the reliefs and allowances available to you.

At Finura we will audit your affairs to ensure you are tax efficient, both now and in the future. We will monitor legislative reform, communicate quickly and adapt plans as necessary.

Throughout, Finura will ensure that you are as tax efficient as possible and aware of planning opportunities that are specifically available to you.

There are many reliefs at a client’s disposal, above and beyond pension and ISA planning. Where appropriate, we can advise on Enterprise Investment Schemes, Venture Capital Trusts, Business Property Reliefs, Gifting and Investment Bond wrappers. If used effectively, these structures can provide significant monetary benefit to clients in addition to investment returns.

Finura has access to an industry-leading range of tax wrappers, commonly including:

  • Pensions
  • ISAs
  • Investment Bond wrappers
  • General Investment Accounts
  • Enterprise Investment Schemes (EIS)
  • Venture Capital Trusts (VCT)
  • Business Property Reliefs (BPR)
  • AIM portfolios
  • Family Investment Companies

 

The Financial Conduct Authority does not regulate taxation and trust advice.