We are thrilled that Finura has once again made the shortlist for Adviser Firm of the Year at this year’s Money Marketing Awards.
A member of the team will attend a 20 minute interview on 2nd May 2019 to follow up on our initial award entry and further demonstrate the initiatives Finura has implemented to help our Clients achieve their goals. Winners will be announced at a ceremony held at City Central in London on 26th June.
You can view the full shortlist here.
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Draft regulations have been published that will mean the funds in maturing Child Trust Fund accounts can retain their tax-advantaged status after maturity.
There is a common misconception that trusts are only used by the wealthy. However, they are accessible to all and can be a useful tool as part of a wider inheritance tax planning strategy. There are various reasons why a trust may be set up; some can be written into your Will and others can be set up independently. Here we explain what trusts are, what they do and the different types of trust available.
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.