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.

    Podcast: The case for gold in 2024

    For nearly 15 years, the relationship between gold prices and real returns on government bonds remained strong, then something changed. What happened? Listen to the latest Investor Download from Schroders.

    Video: What conversations do we need to be having in 2024?

    Listen to Finura, Benchmark and Schroder Investment Solutions discuss family wealth, the value of advice and portfolio performance in volatile markets.

    Podcast: The circular economy and the $25 trillion opportunity

    The circular economy is a huge investment opportunity. Listen to analyst Joe Fernandes and fund manager Jack Dempsey discuss how investors can take advantage of it.

    Autumn Statement 2023 – Our Key Takeaways

    Presenting the 2023 Autumn Statement, Mr Hunt decided to prioritise short-term tax cuts, making an immediate move to make a cut to national insurance.

    5 Climate Conscious Ways To See The World

    There are many ways you can make your trips eco-friendlier and reduce your carbon footprint.

    Here are some quick tips on how to do your bit whilst travelling the world.

    Can Paying Private School Fees Help Mitigate Inheritance Tax?

    The cost of a private education in the UK is soaring, with day fees up almost 6pc year-on-year.

    Top 10 Sustainability Buzzwords

    Climate change is everywhere at the moment, from David Attenborough documentaries, to protests across the nation, what Greta Thunberg is up to and the rise in B Corp companies, it is easy to get perplexed by the number of phrases and buzzwords flying around.

    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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    Your Autumn Statement Summary 2023

    An overview of the all the taxation changes announced in the most recent budget.

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    Your Guide to Tax Planning 2023/24

    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

    Your Market Review August 2023

    A look back at markets in August when shares fell amid worries over China’s property sector.

    Your Market Review July 2023

    A look back on markets in July, when emerging market shares outperformed.

    Your Market Review June 2023

    A look back on events in Q2, when developed markets led equities higher.

    Quarterly Reports

    Your Quarterly Portfolio Review Q1 2022

    The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.

    Your Quarterly Portfolio Review Q4 2021

    The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.

    Quarterly Portfolio Review Q3 2021

    The latest insights from Schroder Investment Solutions (SIS) Chief Investment Officer, Alex Funk, including market performance and commentary specific to the SIS portfolios and funds.