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.

Basic principles of inheritance tax

Inheritance tax (IHT) was introduced by the Finance Act 1986 to replace capital transfer tax and applies for transfers made on or after 18 March 1986.

Using Trusts as Part of an Inheritance Tax Planning Strategy

There is a common misconception that trusts are only used by the wealthy. However, they are accessible to all and can be a useful tool as part of a wider inheritance tax planning strategy. There are various reasons why a trust may be set up; some can be written into your Will and others can be set up independently. Here we explain what trusts are, what they do and the different types of trust available.

Five tips to help your children develop good financial habits

Given how important financial skills are in navigating life, it is a surprise that children are not taught about money in school. As a parent, there are a few simple things you can do to help give your children a head start when it comes to approaching finances.

The End of the Bank of Mum & Dad?

Lenders are introducing new rules that mean first-time home buyers cannot rely on the “Bank of Mum and Dad” stumping up most of the cash for their deposit.

Fear of Potential Tax Rises Spurs Passing Down of Wealth

With younger generations set to be hardest hit financially by the crisis, many parents and grandparents are reassessing ways of passing down their wealth sooner rather than later.

How Taking Financial Advice Can Add More Than £40,000 To Your Savings

We have all hired professionals to help us with various aspects of our lives – lawyers, plumbers, personal trainers – and willingly pay for the privilege. It is therefore surprising that so many of us baulk at the prospect of paying for advice on something as important as securing our financial future.

The 100-year Life: Are you prepared?

We all want to live a long and fulfilled life, and that includes being able to enjoy our retirement years to the full. However, as we all begin to live longer, concerns have been raised over the Government’s ability to fund the futures of our ageing population.

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 2021

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

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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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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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Market Commentary

Monthly Market Commentary – December 2019

A look back at markets in Q4 2019 when shares were supported by optimism over the prospects for a US-China trade deal.

Monthly Market Commentary – November 2019

A review of markets in November when shares in developed markets moved higher but emerging markets lagged.

Monthly Market Commentary – October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

Quarterly Reports

Market Review – Quarter 3 2016

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

Market Review – Quarter 2 2016

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

Market Review – Quarter 1 2016

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 25.01.21

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

Finance in the News – w/c 18.01.21

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