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.
Podcast: can smaller companies thrive when the economy stalls?
Bob Kaynor, a US small and mid caps fund manager, discusses the impact of inflation and rising interest rates on smaller companies and whether they can outshine their large cap peers.
IHT receipts jump to £6.1bn
HMRC collected a record £6.1bn in inheritance tax in 2021-22 – a jump of 14% on the £5.4bn collected in the previous year.
How bad will a recession be?
The National Institute of Economic and Social Research (NIESR) and the Bank of England have both pronounced that we are entering a recession that could last for much of next year.
Podcast: why markets are rallying as rates rise
Rising interest rates normally mean falling markets. Yet shares and other assets performed well over the last month. Lisa Hornby, Head of US Multi-Sector Fixed Income, joins this pod to tell us why.
Podcast: Energy crisis special part one – tackling the rising cost of energy
Mark Lacey, a fund manager, and Richard Nourse, Founder of Greencoat Capital, join the pod over three parts to discuss the energy crisis. In the first episode, we reveal the only real viable immediate solution and why renewables won’t ride to the rescue, at least in the short-term.
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.
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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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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