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.

    Surprise interest rate pause

    The Bank of England Governor Andrew Bailey is facing a backlash from economists and MPs for ‘crying wolf’ over an interest rate hike.

    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.

    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.

    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 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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    Market Reviews

    Monthly Market Commentary – April 2020

    A look back at markets in April, when shares rebounded supported by stimulus measures and hopes that lockdowns could ease.

    Monthly Market Commentary – March 2020

    A look back at markets in Q1 2020 when the spread of coronavirus across the world saw stock markets fall sharply.

    Monthly Market Commentary – February 2020

    A review of markets in February when stock markets fell sharply amid worries over the spread of coronavirus.