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: Three rules of investing in a recession
As recession fears grow, Tina Fong, a strategist at Schroders, joins the show to discuss the rules of investing in a downturn.
Podcast: How bad is the inflation problem?
Inflation continues to spook markets but how concerned should we be? Chief Economist at Schroders, Keith Wade, explains why inflation remains high and whether it’s becoming embedded.
Happy New (Tax) Year
While it may be human nature to put off tasks until just before a deadline, there are benefits to not leaving your tax planning until the tax year end deadline looms.
Podcast: What the future of renewable energy investment might look like
David Boyce, CEO for Schroders Greencoat North America, clears up the state of play in the renewables market, what the challenges are and the key investment themes over the next 18 months.
Tax free pension changes
Jeremy Hunt’s budget contained several measures to encourage the “economically inactive” back into work and to help parents struggling with childcare costs.
Swiss bank rescue eases market fears
Stocks climbed in London and New York after central bankers and politicians sought to soothe jitters triggered by the emergency rescue of Credit Suisse during the weekend.
Spring Budget 2023 – Key Points at a Glance
After presenting a Budget-in-all-but name with the Autumn Statement, the Spring Budget was delivered against the backdrop of a day of widespread industrial action.
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 2024/25
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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