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.

Inflation: Where Are We Headed?

While daily Covid-19 figures continue to dominate headlines, another statistic is causing a stir around the globe; the topic of inflation and when will we see significant inflation coming through.

A Guide to Long Term Care – How to Plan Effectively

When suddenly faced with a family member who needs care, making sense of what needs to be done, and who to contact, can be daunting.

Property & Mortgage Outlook – July 2021

Double digit annual house price growth (10.9%) has been driven by continued buyer demand outstripping supply. The imbalance is pointing to further house price growth over the coming months.

A Guide to Family Wealth Preservation – How to Reduce Inheritance Tax

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.

How much for a comfortable retirement?

Couples typically need £26,000 and single people need £19,000 a year for a comfortable retirement, new research reveals.

State pension underpayments for women

The state pension has been underpaid for an estimated 200,000 women, and Britons are being urged to check their entitlement.

House prices set to keep on rising

House prices are likely to continue rising for some time despite hitting a new record high in May, one of Britain’s biggest mortgage lenders has said.

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 – June 2020

A look back at markets in Q2 when shares rebounded as economies started to re-open, while governments and central banks continued to provide support.

Monthly Market Commentary – May 2020

A review of markets in May when shares were supported by an increasing focus on how lockdowns would be lifted.

Monthly Market Commentary – April 2020

A look back at markets in April, when shares rebounded supported by stimulus measures and hopes that lockdowns could ease.

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 27.09.21

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

Finance in the News – w/c 13.09.21

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