PROTECT YOUR ASSETS AND PLAN YOUR LEGACY FOR FUTURE GENERATIONS

What Sets us apart

Our clients are those of Finura and not the individual adviser. We provide clients with direct access to our specialist advisers and our client support team, so that you can get the information you need, when you need it, by the most qualified person.

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Inheritance & Estate Planning

There are numerous opportunities to reduce inheritance tax.

Strategies are particularly effective when grandparents, parents and children work together.

Your goal may be legacy creation, estate preservation, or a combination of the two. Regardless of the objective, we can help blend peace of mind with control, access, security and simplicity.

Once we have a thorough understanding of how you want your wealth to be protected, we can help you to decide how much to give, to whom and when the best is time to do it.

Common strategies include:

  • IHT exempt or IHT efficient investment and tax wrappers
  • Use of personal and family exemptions and allowances
  • Gifting
  • Trusts
  • Life cover and whole of life planning
  • Business Property Relief
  • Charitable giving
  • Will writing and trust planning

INVESTMENT & TAX PLANNING

Finura is able to advise and construct individual investment solutions for both the hands-on and passive investor. We can structure solutions for income and growth at all risk levels. We can help with lump sum and regular saving as well as supporting trustees.

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MORTGAGE ADVICE

Our mortgage service takes the stress and hassle out of applying for a mortgage. Whether you are looking for residential, investment, buy-to-let or commercial property finance, we can help you make the right choice for your circumstances.

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PENSIONS & RETIREMENT

Accounting for the recent and ongoing rule changes, Finura helps create robust, efficient and innovative pension and retirement plans, designed to provide flexibility and security in retirement for you and your family. We can also advise on annual, lifetime and carry forward pension allowances.

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INHERITANCE & ESTATE PLANNING

Finura plans and manages inheritance and estate planning solutions, helping clients to protect their legacies and provide for their families in later life.

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INSURANCE & PROTECTION PLANNING

Whether you are looking to protect debt, lifestyle, or both, Finura can audit your current personal and work insurance and provide solutions to ensure that you and your family are comprehensively protected.

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SME & CORPORATE FINANCIAL PLANNING

We specialise in the SME market as we are one ourselves. The need for corporate financial planning for contractors, limited companies, partnerships and sole traders is just as important as it is for individuals.

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How We Work

At Finura, we place an enhanced focus on gaining an in-depth understanding of who our clients are, what makes them tick and what their personal, financial and lifestyle aspirations are.

By combining advanced cash flow modelling and behavioural finance software with a service-driven approach to financial planning, we help clients to better understand the decisions they are making and to see how those choices will help them achieve their financial objectives.

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How can we help?

Whatever your enquiry, our friendly, professional team is always here to help.

Simply complete the form and one of our advisers will promptly be in touch.

+44 (0) 20 3102 7730

Juxon House
100 St Paul’s Churchyard
London
EC4M 8BU