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.

Property & Mortgage Outlook – August 2021

The UK housing market seems to be in “fine fettle” buoyed by record low interest rates and a feel good factor as we begin to get grips with Covid.

EIS and VCT opportunities

Venture capital trusts (VCTs) and enterprise investment schemes (EISs) are often cited as the next port of call after you have used up allowances for pensions and individual savings accounts (ISAs).

Sit tight in the face of inflation

Investors have traditionally flocked to gold and other commodities during periods of high inflation, but with much of mid July’s spike already priced in, is such a hedge necessary?

Watch the Finura Webinar On-Demand: Where next for Inflation and the case for Sustainable Investing

A 45-minute presentation covering the topics of Inflation, Sustainable Investing and the benefits of Lifestyle Planning presented by Finura and Schroder Investment Solutions (SIS).

Annuity or drawdown? The right path to choose

Pensions freedoms have given retirees more choices about their finances but this can leave many wondering which is the right path to choose.

Over 50s at Risk of Falling Short of Adequate Retirement Income

A growing number of people are at risk of being unable to afford a decent standard of living after retirement, according to a new report.

A Look To The Future – Climate Change & Investment Returns

Investors can no longer ignore climate change. Long gone are the days of debating whether it even exists; climate change is here and it is going to have a major impact on the way we live.

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 – October 2020

A look back at markets in October when Covid-19 lockdowns were reintroduced in much of Europe and investors awaited the US presidential election.

Monthly Market Commentary – September 2020

A review of markets in the third quarter when global equities moved higher, led by Asia.

Monthly Market Commentary – August 2020

A look back at markets in August when hopes of a Covid-19 vaccine and a shift in Federal Reserve policy helped to support shares.

Quarterly Reports

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.

Market Review – Quarter 2 2017

A Q2 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 13.09.21

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

Finance in the News – w/c 06.09.21

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