Join Finura and the team at Schroder Investment Solutions (SIS) for an online webinar at 4pm on 22nd July 2021. During the 40 minute presentation, we will cover:
The question on everyone’s lips in the investment world at this moment is around inflation and whether it is here to stay. During our presentation Alex Funk, CIO of Schroder Investment Solutions, will discuss Schroders’ views on the matter, presenting on; where we stand, discussing the issues that could see it persist and what this means for the world of investment after a decade of falling inflation and interest rates.
Responsible or ‘ESG’ investing is becoming a key consideration for many investors, a movement Finura wholeheartedly support. Last year, SIS launched their Sustainable Portfolios that build upon the great track record of existing Ethical Portfolios. The goal of the portfolios is still to achieve returns but in a more responsible, long-term way. Hear from SIS on the case for Sustainable investing and how it can fit in your portfolio.
Toby Owen-Browne of Finura will highlight how mapping your lifestyle aspirations can help ensure that the complexity of decision making is reduced and help make your goals more personal and identifiable. Qualitative and tangible objectives can be key to making better financial decisions along your lifestyle journey.
An opportunity to pose your questions at the end of the presentation.
To join the event, please register using the button below and please do share with friends, family and colleagues who you feel would be interested.
If you have any questions please contact us here.
This event is only suitable for UK-based private investors who can evaluate the risks and merits of any investments undertaken, and who have sufficient resources to bear any loss that might occur.
Any comments are offered only for general information and educational purposes. They are not offered as, and do not constitute, financial advice. You should not act or rely on any information contained in the presentation without first seeking advice from a professional.
Past performance is not a guide to future performance and may not be repeated. Capital is at risk; investments and the income from them can fall as well as rise and investors may not get back the amounts originally invested.
You are now departing from the regulatory site of Finura. Finura is not responsible for the accuracy of the information contained within the linked site.
There are multiple ways to make a positive social impact with your money. Here are six of the most common that you may wish to consider, that your Finura financial planner can help you to implement.
Stamp Duty Land Tax (SDLT) rates for additional residential properties have been increased from three percentage points above the standard residential rates of SDLT to five percentage points above the standard residential rates of SDLT for any transactions which take place on or after 31 October 2024.
Below is a summary of the rates which applied from 23 September 2022 – 30 October 2024 to additional properties versus the new rates with effect from 31 October 2024.
Have you ever found yourself asking “When can I afford to retire?”, “Can I afford to leave a legacy for my loved ones?”, “How much do I need to be saving for retirement?”. If you have, lifestyle modelling will likely be beneficial for you.