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.
FINURA WEBINAR INVITATION: Where next for Inflation and the case for Sustainable Investing
Join Finura and the team at Schroder Investment Solutions (SIS) for an exclusive online webinar at 4pm on 22nd July 2021.
Inflation: Where Are We Headed?
While daily Covid-19 figures continue to dominate headlines, another statistic is causing a stir around the globe; the topic of inflation and when will we see significant inflation coming through.
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.
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 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