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 – January 2022
Average UK property prices hit a new record high at the end of 2021, making it the strongest calendar year for price growth since before the Global Financial Crisis (GFC) in 2008.
Financial Resolutions for 2022
If getting your finances in order is on your to-do list, here are some tips to help you get started.
Average UK property prices hit a new record high
The latest Halifax House Price Index shows average UK property prices have hit a new record high of £272,992.
Potential self-assessment changes for the self-employed and landlords
The Government is seeking views on how and when taxpayers with new sources of self-employment or property income should start to interact with the tax system.
Property & Mortgage Outlook – December 2021
It is thought that the MPC are now not likely to hike the base rate until we know more about Omicron and establish how effective the current vaccines will be.
Equity release surges in popularity
A surge in homeowners looking to free up cash from their properties propelled the figure for equity release to £1.05bn in the three months to the end of September.
How to beat inflation
For the past decade there has been a simple answer to how to reliably beat inflation: put your money in an equity income investment trust. Is that still the case?
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.
Download
Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.
Download
Your Autumn Statement Summary 2023
An overview of the all the taxation changes announced in the most recent budget.
Download
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.
Download
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.
Download
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.
Download
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.
Download
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.
Download
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.
Download