News &
Financial Updates

Our aim is to keep Clients abreast of the things that matter, wherever in the world you may be.

Downloads

Guide to Alternative Investments








Download

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.

Tax Comparison of VCT, EIS and SEIS

A comparison table of the pros and cons of VCT, EIS and SEIS in 2020/21.

Could the Chancellor be about to tackle property taxes?

The Sunday Times recently reported that Rishi Sunak was examining the replacement of Council Tax and possibly also Stamp Duty Land Tax (SDLT) with a new property tax.

Tax Year End – Capital Gains Tax Planning

As speculation of possible Capital Gains Tax (CGT) reforms in the 2021 Budget continues, below are some key CGT planning points for married couples/civil partners and individuals under the age of 18 that fall under the current rules.

Fascinating Facts about Self-Assessment

HMRC has issued a press release to share some little known facts about self-assessment.

Tax year end planning checklist for individuals

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

Equalisation of Self-Employed Income Tax Could Be on The Horizon

Financial secretary to the Treasury, Jesse Norman, has said that changes should be made to the way self-employed workers are taxed.

What could the OTS’s Review of Capital Gains Tax Mean for You?

Following the Chancellor of the Exchequer’s request to the Office of Tax Simplification (OTS) to review our current system for Capital Gains Tax (CGT), the OTS have since released the first of two reports, detailing the principles underpinning CGT and some recommendations for its reform.

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.

Download

Budget Summary 2021

An overview of the all the taxation changes announced in the most recent budget.

Download

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.

Download

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

Download

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.

Download

Guide to Care Options

A guide to help you navigate your way through the process when suddenly faced with a loved one who needs care.

Download

Market Commentary

Monthly Market Commentary – July 2020

A look back on markets in July when the US dollar declined and tech stocks posted strong quarterly earnings.

Monthly Market Commentary – June 2020

A look back at markets in Q2 when shares rebounded as economies started to re-open, while governments and central banks continued to provide support.

Monthly Market Commentary – May 2020

A review of markets in May when shares were supported by an increasing focus on how lockdowns would be lifted.

Quarterly Reports

Market Review – Quarter 1 2018

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

Market Review – Quarter 4 2017

A Q4 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 3 2017

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 29.03.21

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

Finance in the News – w/c 22.03.21

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