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.

ISA Fundamentals

A new tax year offers a chance to spring clean your finances and prepare for the year ahead. As one of the most popular savings choices for investors, below is all you need to know about opening an ISA account.

Press Coverage – International Adviser

International Adviser speaks to Nathan Mead-Wellings about Finura’s plans for expansion.

A fair start to 2021

Global markets got off to a steady start in 2021 after the volatility of 2020.

Incorporation and 25 percent corporation tax

The advent of 25% corporation tax could make incorporation a less attractive option.

The new 130 percent super-deduction: how will it work?

The Government has published new guidance on the 130% super-deduction capital allowance, the 50% first-year allowance for qualifying special rate assets, and the new Enhanced Capital Allowances for Freeports.

The implications of the higher rate threshold freeze

By 2025/26, one in six taxpayers could be paying above basic rate.

Property & Mortgage Outlook – April 2021

Activity levels picked up over February, with demand being consistently stronger than supply, supporting price growth.

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 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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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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Market Commentary

Monthly Market Commentary – November 2020

A look back at markets in November, in which stocks made record gains amid a decisive outcome in the US election and several successful Covid-19 vaccine trials.

Monthly Market Commentary – October 2020

A look back at markets in October when Covid-19 lockdowns were reintroduced in much of Europe and investors awaited the US presidential election.

Monthly Market Commentary – September 2020

A review of markets in the third quarter when global equities moved higher, led by Asia.

Quarterly Reports

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.

Market Review – Quarter 3 2018

A Q3 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Finance in the news

Finance in the News – w/c 17.05.21

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

Finance in the News – w/c 10.05.21

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