News &
Financial Updates

Our aim is to keep Clients abreast of the things that matter, wherever in the world you may be.

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Guide to Alternative Investments








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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.

Equity release surges in popularity

A surge in homeowners looking to free up cash from their properties propelled the figure for equity release to £1.05bn in the three months to the end of September.

How to beat inflation

For the past decade there has been a simple answer to how to reliably beat inflation: put your money in an equity income investment trust. Is that still the case?

Further pressure on the Bank of England to raise interest rates

The Bank of England is under mounting pressure to increase interest rates next month after inflation rose to the highest level in a decade in October.

Finura named in NMA’s Top 100 for the second year running

We are delighted to announce that Finura has once again been chosen as a New Model Adviser Top 100 firm for 2021.

How to calculate your ‘personal inflation rate’

Inflation is a big problem for the UK economy right now. But will it end up being a big problem for you?

Finura successfully renews Pension Transfer Gold Standard status

Finura are pleased to announce the successful renewal of our application to adopt the Pension Transfer Gold Standard by the Personal Finance Society.

Surprise interest rate pause

The Bank of England Governor Andrew Bailey is facing a backlash from economists and MPs for ‘crying wolf’ over an interest rate hike.

Downloads

Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.

Client Brochure - Who We Are

An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.

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Budget Summary Autumn 2021

An overview of the all the taxation changes announced in the most recent budget.

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Guide to Year End Tax Planning 2021/22

A brief guide on the key areas of tax planning that should be taken into account ahead of tax year end.

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50 Tax Planning Strategies 2021-22

This guide highlights 50 ways in which you can currently use certain tax reliefs to your advantage and how to avoid some of the tax penalties.

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GUIDE TO ALTERNATIVE INVESTMENTS

The central aim of Alternative Investment schemes is to encourage individuals to invest in smaller, unquoted trading companies which often find capital difficult to raise

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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.

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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.

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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.

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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.

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Market Commentary

Monthly Market Commentary – October 2021

A look back at markets in October, when shares shrugged off worries over inflation to make further upward progress.

Monthly Market Commentary – September 2021

A look back at markets in Q3, which started well for shares but then saw gains erased amid rising inflation and worries over China.

Monthly Market Commentary – August 2021

A look back at markets in August when global equities advanced with US shares hitting new highs.

Quarterly Reports

Quarterly Portfolio Review Q2 2021

The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.

Quarterly Portfolio Review Q1 2021

The latest insight from our Fusion Wealth Chief Investment Officer, Alex Funk, and the team at Schroders alongside an update on the portfolio performance and asset allocation of Fusion Wealth portfolios

Quarterly Portfolio Review Q4 2020

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

Finance in the news

Finance in the News – w/c 22.11.21

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

Finance in the News – w/c 15.11.21

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