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 – August 2021
The UK housing market seems to be in “fine fettle” buoyed by record low interest rates and a feel good factor as we begin to get grips with Covid.
EIS and VCT opportunities
Venture capital trusts (VCTs) and enterprise investment schemes (EISs) are often cited as the next port of call after you have used up allowances for pensions and individual savings accounts (ISAs).
Sit tight in the face of inflation
Investors have traditionally flocked to gold and other commodities during periods of high inflation, but with much of mid July’s spike already priced in, is such a hedge necessary?
Watch the Finura Webinar On-Demand: Where next for Inflation and the case for Sustainable Investing
A 45-minute presentation covering the topics of Inflation, Sustainable Investing and the benefits of Lifestyle Planning presented by Finura and Schroder Investment Solutions (SIS).
Annuity or drawdown? The right path to choose
Pensions freedoms have given retirees more choices about their finances but this can leave many wondering which is the right path to choose.
Over 50s at Risk of Falling Short of Adequate Retirement Income
A growing number of people are at risk of being unable to afford a decent standard of living after retirement, according to a new report.
A Look To The Future – Climate Change & Investment Returns
Investors can no longer ignore climate change. Long gone are the days of debating whether it even exists; climate change is here and it is going to have a major impact on the way we live.
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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