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.

    ISAs: 25 Years On

    When they first appeared, in April 1999, ISAs were seen largely as a rebranding by the then Labour Chancellor, Gordon Brown, of two schemes introduced by his Conservative predecessors: Nigel Lawson (Personal Equity Plans – PEPs) and John Major (Tax Exempt Special Savings Accounts – TESSAs). Since that far off day, ISAs have undergone many changes.

    How to talk to teenagers about money

    The right financial education can make your children feel more confident about money so, when they are older, they have the knowledge and skills to meet their financial goals.

    Podcast: How markets perform when rates are cut

    In the latest Investor Download, Duncan Lamont, Head of Strategic Research at Schroders, takes us through what happens in markets when interest rates are cut.

    Securing Your Legacy: The Importance Of Creating A Will To Safeguard Your Wealth

    In the hustle and bustle of daily life, it can be easy to overlook essential aspects of financial planning. One such crucial component is creating a Will, a document that ensures your wealth is distributed according to your wishes after you pass away.

    How to talk to children about money

    The right financial education can make your children feel more confident about money so, when they are older, they have the knowledge and skills to meet their financial goals.

    Barbie Turns 65 – How Should We Plan Her Retirement?

    Barbie, the iconic doll, turns 65 this year, marking a milestone in her illustrious career. Despite her fictional nature, with numerous professions and accomplishments to her name, Barbie’s financial situation offers an interesting case study for retirement planning.

    The New British ISA – What You Need To Know

    As announced in last week’s budget, Jeremy Hunt has confirmed that the government will create a tax-free British ISA.

    Here is an overview of how it will work.

    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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    Your Autumn Statement Summary 2023

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

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    Your Guide to Tax Planning 2023/24

    A brief guide on 7 key areas of tax planning that should be taken into account during the current tax year.

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    Your 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.

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    Your 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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    Your 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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    Your 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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    Your 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 Reviews

    Your Market Review April 2024

    A look back at markets in April when higher US inflation caused investors to reassess the timeframe for interest rate cuts.

    Your Market Review March 2024

    A look back at markets in Q1 when global equities posted robust gains.

    Your Market Review February 2024

    A review of markets in February when Chinese shares advanced.

    Quarterly Reports

    Your Quarterly Portfolio Review Q3 2023

    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.

    Your Quarterly Portfolio Review Q2 2023

    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.

    Your Quarterly Portfolio Review Q1 2023

    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.