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.

How much for a comfortable retirement?

Couples typically need £26,000 and single people need £19,000 a year for a comfortable retirement, new research reveals.

State pension underpayments for women

The state pension has been underpaid for an estimated 200,000 women, and Britons are being urged to check their entitlement.

House prices set to keep on rising

House prices are likely to continue rising for some time despite hitting a new record high in May, one of Britain’s biggest mortgage lenders has said.

What next for the economic recovery?

The fastest monthly growth of the services sector since 1997 and a fall in the number of workers on furlough signalled that the UK’s recovery from the coronavirus crisis remained on track in May.

Another pension age change

The start of the next increase to state pension age (SPA) is still nearly five years away, at which point it will be phased up to 67 by April 2028. In the meantime, the Government has confirmed a rise in pension age for private pension provision that was originally suggested in March 2014.

Three members of staff at Finura nominated for PA’s Women in Financial Advice Awards 2021

We are thrilled to announce that three female members of staff have been shortlisted in this year’s Professional Adviser Women in Financial Advice Awards 2021.

Property & Mortgage Outlook – June 2021

It is generally regarded as a truism that the UK is embroiled in a love affair with property. This has been put to the test more rigorously than ever before over the past 15 months, with the Covid-19 crisis and sudden implementation of Brexit putting the brakes on much of the UK economy.

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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 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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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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Market Commentary

Monthly Market Commentary – May 2021

A look back at markets in May when shares moved up on re-opening and vaccine optimism, although rising inflation sparked some concerns.

Monthly Market Commentary – April 2021

A look back at markets in April when shares gained with the US leading the way.

Monthly Market Commentary – March 2021

A look back at markets in Q1 when vaccine roll-outs and US spending plans helped lowly-valued shares make strong gains.

Quarterly Reports

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

Quarterly Portfolio Review Q4 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Wealth portfolios.

Quarterly Portfolio Review Q3 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Wealth portfolios.

Finance in the news

Finance in the News – w/c 14.06.21

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

Finance in the News – w/c 07.06.21

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