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.

    A look back at 2022 inflation numbers

    Inflation hit the highest level in 40 years in 2022, but what actually drove up the rate and can it come down?

    ISA Fundamentals

    A new year offers a chance to spring clean your finances and prepare for the year ahead. As one of the most popular savings choices for investors, below is all you need to know about opening an ISA account.

    Video: Energy transition trends Q4 2022

    2022 proved to be a very challenging year for financial markets, with most asset classes down materially from their prior year-end highs. Unfortunately, energy transition equities have not been immune to this pressure.

    Podcast: regime shift, inflation and systemic risk – the outlook for 2023

    Listen to Johanna Kyrklund, Chief Investment Officer, and Keith Wade, Chief Economist at Schroders, look ahead to the potential themes driving markets and the economy next year.

    Reminder of the types of trust that require registration

    There is still a need for existing and new trusts to be registered through the online Trust Registration Service. This article will provide a general overview of the types of trust that require registration.

    Tax Comparison of VCT, EIS and SEIS

    A comparison table of the pros and cons of VCT, EIS and SEIS in 2021/22.

    Avoiding the risk of being overcharged inheritance tax

    House prices in the UK are expected to fall dramatically over the next year which could have an effect on the amount of inheritance tax people pay.

    Downloads

    Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.

    Our Fair Value Statement

    A document explaining our value to you, our culture and values, and the way we work with you.

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    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 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

    Market Review – Quarter 2 2016

    A Q2 economic and market overview to help you stay informed of global themes that could impact your portfolios.

    Market Review – Quarter 1 2016

    A Q1 economic and market overview to help you stay informed of global themes that could impact your portfolios.

    Market Review – Quarter 4 2016

    A Q4 economic and market overview to help you stay informed of global themes that could impact your portfolios.