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.

Tax year end planning checklist for individuals – 2021/22 tax year

A handy checklist of suggested planning considerations for individuals for the end of the tax year.

Property & Mortgage Outlook – January 2022

Average UK property prices hit a new record high at the end of 2021, making it the strongest calendar year for price growth since before the Global Financial Crisis (GFC) in 2008.

Financial Resolutions for 2022

If getting your finances in order is on your to-do list, here are some tips to help you get started.

Average UK property prices hit a new record high

The latest Halifax House Price Index shows average UK property prices have hit a new record high of £272,992.

Potential self-assessment changes for the self-employed and landlords

The Government is seeking views on how and when taxpayers with new sources of self-employment or property income should start to interact with the tax system.

Property & Mortgage Outlook – December 2021

It is thought that the MPC are now not likely to hike the base rate until we know more about Omicron and establish how effective the current vaccines will be.

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.

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 – December 2021

A look back at Q4 2021, when developed market shares posted strong returns despite the emergence of the Omicron variant and the prospect of tighter central bank policy.

Monthly Market Commentary – November 2021

A review of markets in November when the identification of a new Covid-19 variant sent shares lower.

Monthly Market Commentary – October 2021

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

Quarterly Reports

Quarterly Portfolio Review Q3 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 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

Finance in the news

Finance in the News – w/c 18.01.22

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

Finance in the News – w/c 11.01.22

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