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.

Base rate rises to 0.75 percent

To nobody’s surprise, the Bank of England has made its third consecutive increase in base rate, taking it up to 0.75%.

GIS Theme 1 – How has the pandemic affected people’s investment behaviour?

In March 2021, Schroders commissioned an independent online survey of over 23,000 people who invest from 32 locations around the globe. This spanned countries across Europe, Asia, the Americas and more.

People and Planet – Finura Team Volunteer at Food For all UK

On Friday 18th March 2022, four members of the Finura team volunteered at the Food For All UK prep kitchen for the morning.

Finura Expands Advisory Team

We are delighted to announce the addition of Chartered Financial Planner, Tom Buss, to our advisory team, bringing 15 years of planning experience to Finura.

Property & Mortgage Outlook – March 2022

The MPC is expected to raise bank base rate again in March to try to curb the rapid rise in the cost of living, further increases are expected throughout the year as inflation is on a course to hit a thirty year high.

Finura Shortlisted for Adviser Firm of the Year in the Professional Adviser Awards 2022

Finura is delighted to announce that we have been shortlisted, once more, in the Adviser Firm of the Year (London) category at the Professional Adviser Awards.

Getting ready for 5th April 2022

Arguably, tax planning for the 2021/22 year end matters more than in previous years. Find out why.

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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Budget Summary Autumn 2021

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

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Guide to Year End Tax Planning 2021/22

A brief guide on the key areas of tax planning that should be taken into account ahead of tax year end.

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50 Tax Planning Strategies 2021-22

This guide highlights 50 ways in which you can currently use certain tax reliefs to your advantage and how to avoid some of the tax penalties.

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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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GUIDE TO ALTERNATIVE INVESTMENTS

The central aim of Alternative Investment schemes is to encourage individuals to invest in smaller, unquoted trading companies which often find capital difficult to raise

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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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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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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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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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Guide to Inflation

Inflation is being experienced all around the world as prices of food, fuel, electricity, and many other items that make up our routine shopping are going up fast. This marks a distinct change. In recent memory, inflation in most developed economies has been low. So what has changed, and what does it mean for investors?

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Market Commentary

Monthly Market Commentary – November 2021

A review of markets in November when the identification of a new Covid-19 variant sent shares lower.

Monthly Market Commentary – October 2021

A look back at markets in October, when shares shrugged off worries over inflation to make further upward progress.

Monthly Market Commentary – September 2021

A look back at markets in Q3, which started well for shares but then saw gains erased amid rising inflation and worries over China.

Quarterly Reports

Quarterly Portfolio Review Q3 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Wealth portfolios.

Quarterly Portfolio Review Q2 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Quarterly Portfolio Review Q1 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Finance in the news

Finance in the News – w/c 07.03.22

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 28.02.22

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.