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.
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 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 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 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 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