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.

Property & Mortgage Outlook – May 2022

A major estate agent has predicted the UK property boom is about to end, with prices set to stagnate following years of sustained rises.

Finura Makes 2 New Hires To Drive Expansion

Finura has expanded its advisory team with the recruitment of James Dubignon and Chris Budden.

Pensioners boosted by promise to re-instate triple lock

Pensioners are in line for a £733 boost to the state pension next year, after the Government promised to reinstate the state pension “triple lock”.

The National Insurance Tax Rise and What It Means

The UK government raised the rate of National Insurance (NI) by 1.25 percentage points as of Wednesday 6 April. Here’s what the changes to NI mean for you.

Words of Advice from the Financial Greats

In the context of finance and investment, there are a number of financial greats who have imparted their wisdom that has stood the test of time.

Podcast: how we beat inflation in the 1970s – now can we do it again?

With inflation rising there are worries we could be in for a damaging repeat of the 1970s. Keith Wade, Schroders Chief Economist, explains what happened and why it’s still relevant now.

Property & Mortgage Outlook – April 2022

Currently, housing demand remains at an all-time high with demand considerably outweighing supply and a reported six or more offers at the asking price or above for the most desirable properties.

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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Market Commentary

Monthly Market Commentary – April 2022

A look back at markets in April, which saw a shift in interest rate expectations with markets now expecting faster rate rises.

Monthly Market Commentary – March 2022

A look back at markets in Q1, which was dominated by Russia’s shocking invasion of Ukraine as well as rising inflationary pressures.

Monthly Market Commentary – February 2022

A review of markets in February, when financial market activity was overshadowed by the shocking invasion of Ukraine by Russia.

Quarterly Reports

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.

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.

Finance in the news

Finance in the News – w/c 25.04.22

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

Finance in the News – w/c 11.04.22

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