News &
Financial Updates

Press Coverage – International Adviser

International Adviser covers the news of Finura’s acquisition of James Harvey Associates.

Press Coverage – NMA Adviser Profile, Toby Owen-Browne

Finura Director, Toby Owen-Browne, talks to New Model Adviser about Finura’s journey so far and his plans for the company’s future.

Income Protection – How to Protect Yourself if You Can No Longer Earn

There are various aspects of our lives that we can protect with insurance. One of these is your income, which can be protected via a policy called permanent health cover, or income protection.

Tax Comparison of VCT, EIS and SEIS

A comparison table of the pros and cons of VCT, EIS and SEIS in 2020/21.

Could the Chancellor be about to tackle property taxes?

The Sunday Times recently reported that Rishi Sunak was examining the replacement of Council Tax and possibly also Stamp Duty Land Tax (SDLT) with a new property tax.

Tax Year End – Capital Gains Tax Planning

As speculation of possible Capital Gains Tax (CGT) reforms in the 2021 Budget continues, 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.

Fascinating Facts about Self-Assessment

HMRC has issued a press release to share some little known facts about self-assessment.

Market Commentary

Monthly Market Commentary – January 2021

An overview of markets in January when emerging market equities outperformed their developed market peers.

Monthly Market Commentary – December 2020

A look back at the final quarter of 2020 when positive news on Covid-19 vaccines helped shares make gains.

Monthly Market Commentary – November 2020

A look back at markets in November, in which stocks made record gains amid a decisive outcome in the US election and several successful Covid-19 vaccine trials.

Quarterly Reports

Quarterly Portfolio Review Q3 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Wealth portfolios.

Quarterly Portfolio Review Q2 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Quarterly Portfolio Review Q1 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Finance in the news

Finance in the News – w/c 22.02.21

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 15.02.21

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.