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.

Changes to the pensions triple lock possible

Downing Street has given its strongest signal yet that the pensions triple lock will be watered down because of the recent surge in average earnings, which under current rules would deliver a rise of more than 8% for pensioners next year.

Finura announced as finalist at the Money Marketing Awards 2021

We are thrilled that Finura has once again made the shortlist for Advice Firm of the Year at this year’s Money Marketing Awards.

Advised Clients Have Better Financial Wellbeing

A new report from Aegon has revealed the impact that taking financial advice can have on a Client’s financial wellbeing.

Video: 32 reasons not to invest in the stock market

In this short video, Schroders reveal why, despite all the shocks suffered in the stock market over the last four decades, investors might still have been better off staying invested.

UK house price growth cools

UK house price growth has dropped to its slowest pace in fourth months, new data shows, as the end of the temporary stamp duty holiday ended a boom in the property market.

Bank of England holds rates

The Bank of England last week opted to keep its main interest rate at the record low of 0.1% as it painted a fairly rosy picture about the near-term prospects for the British economy following the lifting of lockdown restrictions in the wake of the rapid rollout of coronavirus vaccines.

Video: A New Dimension To Investing

In the latest MyStory video, Kate Rogers, Head of Sustainability at Schroders Wealth, explains how measuring companies’ impacts could help protect profits and the planet.

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 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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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 Commentary

Monthly Market Commentary – January 2021

An overview of markets in January when emerging market equities outperformed their developed market peers.

Monthly Market Commentary – December 2020

A look back at the final quarter of 2020 when positive news on Covid-19 vaccines helped shares make gains.

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.

Quarterly Reports

Market Review – Quarter 3 2018

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

Market Review – Quarter 2 2018

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

Market Review – Quarter 1 2018

A Q1 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 04.10.21

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

Finance in the News – w/c 27.09.21

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