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.

Hold tight in market turbulence

The most important thing to remember during times like these, is that the market as a whole has a very long history of recovering from downturns.

Property & Mortgage Outlook – February 2022

According to the latest figures from the Halifax House Price Index, the housing market is continuing to defy expectations.

Making pension contributions to reduce Capital Gains Tax

How pension contributions can reduce CGT on capital gains.

Making pension contributions to reclaim your personal allowance

Did you know, effective tax relief of 60% or more can be obtained on pension contributions where Clients are able to reclaim their personal allowance?

Avoiding self-assessment pitfalls

As of 21st January 2022, almost half the 12.2 million taxpayers who are due to file a self-assessment return for 2020-21 have yet to do so.

Are we saving enough to live comfortably in later life?

Every month, more than ten million people squirrel away some cash towards retirement. But are we saving enough to live comfortably in later life – and retire when we want?

Inflation at its highest for 30 years

Britain’s cost of living crisis worsened in December after inflation jumped to 5.4% – its highest level in almost 30 years – driven by the higher cost of clothes, food and footwear.

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 – August 2021

A look back at markets in August when global equities advanced with US shares hitting new highs.

Monthly Market Commentary – July 2021

A look back at markets in July when China’s announcement of tighter regulation for the education sector weighed on emerging markets.

Monthly Market Commentary – June 2021

A look back at markets in Q2, when stocks made further gains and the US Federal Reserve hinted at future policy tightening.

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 14.02.22

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

Finance in the News – w/c 07.02.22

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