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.

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.

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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 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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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 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 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 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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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?

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Market Commentary

Your Monthly Market Commentary – July 2022

A look back at markets in July when developed market equities posted gains.

Your Monthly Market Commentary – June 2022

A look back at markets in Q2 when shares suffered steep declines and bonds also came under pressure.

Your Monthly Market Commentary – May 2022

A look back at markets in May, when global equities remained largely flat and inflation continued to rise.

Quarterly Reports

Your Quarterly Portfolio Review Q2 2022

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 2022

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 Q4 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.

Finance in the news

Finance in the News – w/c 01.08.22

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

Finance in the News – w/c 25.07.22

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