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.
Disposable income hit for homeowners with fixed mortgage deals about to expire
Homeowners coming off fixed-rate mortgages this year and shifting to a new deal can typically expect to see their disposable incomes shrink by 7%, analysis by a trade association suggests.
Podcast: The six issues on everyone’s mind
Listen to historian, economist, author and podcaster Adam Tooze discuss the six most pressing issues on everyone’s mind and their impact on markets and the economy.
Mistakes to avoid in times of stock market volatility
Investors are getting hit with news of stock market volatility they haven’t seen since the beginning of the COVID-19 Pandemic. Doing nothing may seem counterintuitive, but it is often the best course of action for those with a well-thought-out financial plan and diverse investment allocation.
World Wellbeing Week – 27th June to 1st July 2022
Over the years, Finura has embraced employee wellbeing and it is a cause we wholeheartedly support.
GIS Theme 2 – Sustainable investing: where profit meets purpose
In March 2021, Schroders commissioned an independent online survey of over 23,000 people who invest from 32 locations around the globe. This spanned countries across Europe, Asia, the Americas and more.
Podcast: Are we heading for recession?
Chief Economist at Schroders, Keith Wade, talks about the probability of a global recession and its potential impact – and whether markets are yet pricing in a downturn.
The Money Purchase Annual Allowance Explained
Accessing your pension before retirement could trigger the Money Purchase Annual Allowance (MPAA), potentially reducing how much you can tax-efficiently save into a pension over the rest of your career.
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.
Download
Budget Summary Autumn 2021
An overview of the all the taxation changes announced in the most recent budget.
Download
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.
Download
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.
Download
GUIDE TO ISAs
When we save for the future we want our money to grow as much as possible. One of the easiest ways to maximise returns is to invest your money via an individual savings account, or ISA.
Download
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
Download
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.
Download
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.
Download
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.
Download
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.
Download
Guide to Inflation
Inflation is being experienced all around the world as prices of food, fuel, electricity, and many other items that make up our routine shopping are going up fast. This marks a distinct change. In recent memory, inflation in most developed economies has been low. So what has changed, and what does it mean for investors?
Download