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.

50 terms every sustainable investor should understand

As the impact of climate change continues to hit headlines, investors around the world are seeking out ways of putting their money to work in more sustainable investments. Here’s a glossary of the key terms every sustainable investor, or anyone new to the field, needs to know.

Finura Named In NMA’s Top 100 For 2020

We are delighted to announce that Finura have been chosen as a New Model Adviser Top 100 firm.

The Correlation Between Climate Change and Regional Investment Returns

The topic of climate change is nothing new. Like it or not, it is here to stay and will have a profound impact on the way we live our lives over the next 30 years.

What Lockdown 2.0 means for your finances

Billions of pounds in support for struggling households has been paid out since the first lockdown, protecting more than nine million jobs. What can we expect this time?

Responsible Investing Does Not Have to Mean Sacrificing Returns

Over the years, there has been a widespread view that choosing to invest sustainably meant forfeiting greater returns. However, recent research has shown that this is not necessarily the case.

Morals Versus Money – What Motivates Investors More?

Whilst making money is an obvious motivator for our investment choices, the latest Schroders Global Investor Study has revealed some interesting insights into what is driving investors’ recent investment decisions.

A Guide to Responsible Investing

Net flows into sustainable/responsible funds in the US reached $20.6 billion in 2019, more than four times the previous annual record set in 2018, proving that this type of investing is soaring in popularity and strengthening its presence in mainstream investing.

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 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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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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Market Commentary

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.

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.

Quarterly Reports

Market Review – Quarter 1 2016

A Q1 economic and market overview to help you stay informed of global themes that could impact your portfolios.

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.

Finance in the news

Finance in the News – w/c 22.03.21

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

Finance in the News – w/c 15.03.21

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