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 Guide to Long Term Care – How to Plan Effectively

When suddenly faced with a family member who needs care, making sense of what needs to be done, and who to contact, can be daunting.

Property & Mortgage Outlook – July 2021

Double digit annual house price growth (10.9%) has been driven by continued buyer demand outstripping supply. The imbalance is pointing to further house price growth over the coming months.

A Guide to Family Wealth Preservation – How to Reduce Inheritance Tax

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.

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.

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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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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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 Commentary

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.

Monthly Market Commentary – February 2021

A look back at markets in February when optimism over vaccination programmes helped spur gains for shares and commodities.

Monthly Market Commentary – January 2021

An overview of markets in January when emerging market equities outperformed their developed market peers.

Quarterly Reports

Quarterly Portfolio Review Q2 2020

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

Quarterly Portfolio Review Q1 2020

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

Quarterly Portfolio Review Q4 2019

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

Finance in the news

Finance in the News – w/c 12.07.21

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

Finance in the News – w/c 28.06.21

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