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.

Property & Mortgage Outlook – November 2021

All eyes are on the MPC’s decision on 4th November, where the markets are pricing in a hike in base rate from 0.10% to 0.25%.

Experts urge action ahead of interest rate hikes

The Bank of England has given its clearest warning yet that rates will have to rise soon to keep a lid on soaring inflation following a surge in energy prices.

Have You Got Unclaimed Pension Funds?

The UK’s first National Pension Tracing Day will be launched on 31 October 2021.

Autumn Budget 2021: What to Look Out For

Despite the £12bn of tax raising revealed on 7 September, the Chancellor still has a challenging to do list.

Video: what is natural capital?

In this short video, Schroders explain the concept that helps us understand the essential value of the earth’s resources.

Property & Mortgage Outlook – October 2021

There has been a reduction in property transactions following the decrease in the stamp duty nil rate band.

Protecting yourself from inflation

Inflation is back. Last month, the consumer prices index was up 3.2% and the retail price index up 4.8%. They will go higher.

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 Autumn 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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50 Tax Planning Strategies 2021-22

This guide highlights 50 ways in which you can currently use certain tax reliefs to your advantage and how to avoid some of the tax penalties.

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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 – July 2021

A look back at markets in July when China’s announcement of tighter regulation for the education sector weighed on emerging markets.

Monthly Market Commentary – June 2021

A look back at markets in Q2, when stocks made further gains and the US Federal Reserve hinted at future policy tightening.

Monthly Market Commentary – May 2021

A look back at markets in May when shares moved up on re-opening and vaccine optimism, although rising inflation sparked some concerns.

Quarterly Reports

Quarterly Portfolio Review Q3 2020

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

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.

Finance in the news

Finance in the News – w/c 08.11.21

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

Finance in the News – w/c 01.11.21

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