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.

Declaring COVID-19 grants on tax returns

HMRC is reminding taxpayers who received COVID-19 grant payments during the 2020/21 tax year to declare them in their tax return.

Tax year end planning checklist for individuals – 2021/22 tax year

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

Property & Mortgage Outlook – January 2022

Average UK property prices hit a new record high at the end of 2021, making it the strongest calendar year for price growth since before the Global Financial Crisis (GFC) in 2008.

Financial Resolutions for 2022

If getting your finances in order is on your to-do list, here are some tips to help you get started.

Average UK property prices hit a new record high

The latest Halifax House Price Index shows average UK property prices have hit a new record high of £272,992.

Potential self-assessment changes for the self-employed and landlords

The Government is seeking views on how and when taxpayers with new sources of self-employment or property income should start to interact with the tax system.

Property & Mortgage Outlook – December 2021

It is thought that the MPC are now not likely to hike the base rate until we know more about Omicron and establish how effective the current vaccines will be.

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 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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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 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 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 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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Guide to Inflation

Inflation is being experienced all around the world as prices of food, fuel, electricity, and many other items that make up our routine shopping are going up fast. This marks a distinct change. In recent memory, inflation in most developed economies has been low. So what has changed, and what does it mean for investors?

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Market Commentary

Monthly Market Commentary – May 2021

A look back at markets in May when shares moved up on re-opening and vaccine optimism, although rising inflation sparked some concerns.

Monthly Market Commentary – April 2021

A look back at markets in April when shares gained with the US leading the way.

Monthly Market Commentary – March 2021

A look back at markets in Q1 when vaccine roll-outs and US spending plans helped lowly-valued shares make strong gains.

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 31.01.22

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

Finance in the News – w/c 24.01.22

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