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.

    How To Protect Young People From Financial Scams

    New research has revealed that young people are increasingly falling victim to scams, after seeking financial advice and investment opportunities online.

    Why We Don’t Talk About Money

    Here we look at why the ability to have conversations about money with loved ones is so important and how seeking out the right sources of advice is crucial.

    Investing Within Pensions: Is Time On Your Side?

    A crucial aspect of securing a financially stable retirement is the early initiation of pension saving.

    Gifting Property: What Are The Inheritance Tax Implications?

    Contrary to widespread belief, inheritance tax does not just impact the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill.

    FINANCIAL AWARENESS DAY – 5 PERSONAL FINANCE TIPS

    The 14th August is Financial Awareness Day, so it’s a great time to reflect on your personal finances and make sure that we are doing all that we can to prepare for the future.

    Have You Got Unclaimed Pension Funds?

    The UK’s first National Pension Tracing Day will be launched on 31 October 2021.

    What would you do? A protection case study of a Finura financial planner 

    While every family is unique, when discussing potential personal and family financial protection with prospects and Clients, our financial planners are often asked “What would you do?”.

    In this article, Finura Chartered Financial Planner, Tom Buss, talks us through how he chooses to protect himself and his family.

    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 May 2023

    A look back at markets in May when global shares fell but the technology sector outperformed.

    Your Market Review April 2023

    A look back on markets in April when equities notched up further gains.

    Your Market Review March 2023

    A look back at markets in Q1 when stocks rose despite turmoil in the banking sector.

    Quarterly Reports

    Quarterly Portfolio Review Q2 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 Q1 2021

    The latest insight from our Fusion Wealth Chief Investment Officer, Alex Funk, and the team at Schroders alongside an update on the portfolio performance and asset allocation of Fusion Wealth portfolios

    Quarterly Portfolio Review Q4 2020

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