News &
Financial Updates

What the Budget might mean for taxes

Reports that Boris Johnson and the new chancellor, Rishi Sunak, are preparing tax rises in the budget on 11 March have raised concerns within the Conservative party.

Tax year end planning checklist for individuals

A handy checklist of suggested planning considerations for individuals for the end of the tax year.

Finura achieves corporate Chartered status from the Chartered Insurance Institute

Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.

Tax Rates & Thresholds 2019/2020

As we approach the busiest time of year in the financial calendar, we provide a reminder go the key rates and thresholds applicable to those working in England and Northern Ireland.

Multi-asset outlook: Markets in 2020 – The stabilisers remain on

In this 60 second video, Chief Investment Officer Johanna Kyrklund explains why in 2020 investors should take precautions against global growth disappointment.

Top tips for trouble-free end of year tax planning

With a plethora of avenues to plan for and consider, we have put together this brief guide on the key areas of tax planning that should be taken into account ahead of this important annual deadline.

Key Dates For The UK Tax Year 2020/2021

Aside from the main end of tax year date of 5th April, there are several other key dates throughout the year that both employed and self-employed workers need to be aware of.

Market Commentary

Monthly Market Commentary – September 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.

Monthly Market Commentary – August 2019

A look back at markets in August when shares declined and bonds outperformed amid rising concerns over the outlook for growth.

Monthly Market Commentary – July 2019

A look back at markets in July when shares made a modest advance and all eyes were on the Federal Reserve meeting at the end of the month.

Quarterly Reports

Market Review – Quarter 2 2017

A Q2 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 1 2017

A Q1 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 4 2016

A Q4 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 25.05.20

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

Finance in the News – w/c 18.05.20

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