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.

Sit tight in the face of inflation

Investors have traditionally flocked to gold and other commodities during periods of high inflation, but with much of mid July’s spike already priced in, is such a hedge necessary?

Watch the Finura Webinar On-Demand: Where next for Inflation and the case for Sustainable Investing

A 45-minute presentation covering the topics of Inflation, Sustainable Investing and the benefits of Lifestyle Planning presented by Finura and Schroder Investment Solutions (SIS).

Annuity or drawdown? The right path to choose

Pensions freedoms have given retirees more choices about their finances but this can leave many wondering which is the right path to choose.

Over 50s at Risk of Falling Short of Adequate Retirement Income

A growing number of people are at risk of being unable to afford a decent standard of living after retirement, according to a new report.

A Look To The Future – Climate Change & Investment Returns

Investors can no longer ignore climate change. Long gone are the days of debating whether it even exists; climate change is here and it is going to have a major impact on the way we live.

FINURA WEBINAR INVITATION: Where next for Inflation and the case for Sustainable Investing

Join Finura and the team at Schroder Investment Solutions (SIS) for an exclusive online webinar at 4pm on 22nd July 2021.

Inflation: Where Are We Headed?

While daily Covid-19 figures continue to dominate headlines, another statistic is causing a stir around the globe; the topic of inflation and when will we see significant inflation coming through.

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 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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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 – June 2021

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

Monthly Market Commentary – May 2021

A look back at markets in May when shares moved up on re-opening and vaccine optimism, although rising inflation sparked some concerns.

Monthly Market Commentary – April 2021

A look back at markets in April when shares gained with the US leading the way.

Quarterly Reports

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.

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.

Finance in the news

Finance in the News – w/c 26.07.21

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

Finance in the News – w/c 19.07.21

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