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.

Interest rates: a rise comes nearer

The US and UK central banks have both hinted at rates rises being nearer than they had previously expected.

The State Pensions Triple Lock will be disapplied for 2022/23

The Department for Work and Pensions (DWP) has announced the Triple Lock will become a Double Lock for the coming year only.

IHT Planning: Part of a Bigger Picture

For most individuals, inheritance tax (IHT) planning will not be an end in itself, but a component part of a wider estate preservation exercise.

Our Social care reform – who is going to pay?

The prime minister wants to fix the social care system but his plan to fund reforms by increasing National Insurance has been roundly condemned.

Investing for children – what are the options?

As we grow older, our financial priorities change. It looks like this is especially the case for grandparents who are big ambassadors of investing in accounts like Child SIPPs and the Junior Stocks and Shares ISA.

Property & Mortgage Outlook – September 2021

The temporarily increased nil rate band to £500,000 for residential Stamp Duty Land Tax (SDLT) ended on 30 June 2021. It has now reduced to £250,000 until 30 September 2021 and will further reduce to £125,000 from 1 October 2021.

Pandemic widens gender pensions gap

The pandemic has increased the gender pensions gap to almost £200,000, according to a new study.

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 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 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 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 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 Commentary

Monthly Market Commentary – April 2021

A look back at markets in April when shares gained with the US leading the way.

Monthly Market Commentary – March 2021

A look back at markets in Q1 when vaccine roll-outs and US spending plans helped lowly-valued shares make strong gains.

Monthly Market Commentary – February 2021

A look back at markets in February when optimism over vaccination programmes helped spur gains for shares and commodities.

Quarterly Reports

Quarterly Portfolio Review Q4 2019

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

Quarterly Portfolio Review Q3 2019

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

Quarterly Portfolio Review Q2 2019

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 25.10.21

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets. FINANCIAL TIMES “Getting heard on climate: small investors take on big companies” Retail shareholders can get organised and can push for change if they band together. “UK’s first green savings bond offers lower rate than competitors” Just 0.65% […]

Finance in the News – w/c 11.10.21

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