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.

Getting ready for likely CGT changes

It was inevitable that sooner rather than later Chancellor of the Exchequer Rishi Sunak would put the nation on red alert that taxes will have to rise to pay for the £190billion of support the Government has given the economy to steer it through lockdown and beyond.

Junior ISA – The nature of the investment and planning opportunities

Junior ISAs were made available from 1 November 2011. The Junior ISA is available for any UK-resident child (under the age of 18) who does not currently hold a Child Trust Fund (CTF) account.

More than a quarter of grandparents expect to help grandchildren financially with a big life event

Recent research on two thousand people, aged between 60 and 80 years of age, has revealed that 26% are willing to contribute money to support their grandchildren through a key life event.

Planning for the cost of higher education

Latest stats on the cost of higher education and implications for planning.

An overview of the new residence nil rate band and its impact on planning

The RNRB, which is designed to protect the family home from inheritance tax (IHT), was £100,000 for deaths occurring in tax year 2016/17 and has been phased in gradually over four tax years at a rate of £25,000 per annum until it reached £175,000 in tax year 2020/21.

Tips For Effective Intergenerational Financial Planning

Traditionally parents would bequeath their assets to their surviving spouse and subsequently their children. But, as we live longer, there are increasing opportunities to use intergeneration financial planning which includes grandchildren and great grandchildren too.

Protect your pension pot post pandemic

Pension savers and investors have seen the value of their pots tumble due to the coronavirus epidemic – but there are ways to mitigate against future falls.

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 – September 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.

Monthly Market Commentary – August 2019

A look back at markets in August when shares declined and bonds outperformed amid rising concerns over the outlook for growth.

Monthly Market Commentary – July 2019

A look back at markets in July when shares made a modest advance and all eyes were on the Federal Reserve meeting at the end of the month.

Quarterly Reports

Market Review – Quarter 4 2016

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

Market Review – Quarter 3 2015

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

Market Review – Quarter 2 2015

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 11.01.21

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

Finance in the News – w/c 04.01.21

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