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.

    How different countries rate for pollution

    According to IQAir’s World Air Quality Report, most parts of the world did not meet the annual WHO recommendation for clean and healthy air in 2022.

    Podcast: Three rules of investing in a recession

    As recession fears grow, Tina Fong, a strategist at Schroders, joins the show to discuss the rules of investing in a downturn.

    Podcast: How bad is the inflation problem?

    Inflation continues to spook markets but how concerned should we be? Chief Economist at Schroders, Keith Wade, explains why inflation remains high and whether it’s becoming embedded.

    Happy New (Tax) Year

    While it may be human nature to put off tasks until just before a deadline, there are benefits to not leaving your tax planning until the tax year end deadline looms.

    Podcast: What the future of renewable energy investment might look like

    David Boyce, CEO for Schroders Greencoat North America, clears up the state of play in the renewables market, what the challenges are and the key investment themes over the next 18 months.

    Tax free pension changes

    Jeremy Hunt’s budget contained several measures to encourage the “economically inactive” back into work and to help parents struggling with childcare costs.

    Swiss bank rescue eases market fears

    Stocks climbed in London and New York after central bankers and politicians sought to soothe jitters triggered by the emergency rescue of Credit Suisse during the weekend.

    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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    Your Autumn Statement Summary 2023

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

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    Your Guide to Tax Planning 2023/24

    A brief guide on 7 key areas of tax planning that should be taken into account during the current tax year.

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    Your 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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    Your 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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    Your 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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    Your 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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    Your 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 Reviews

    Your Market Review November 2022

    A look back on markets in November when shares posted strong gains.

    Your Market Review October 2022

    A look back at October when developed market shares outperformed their emerging market counterparts.

    Your Monthly Review September 2022

    A look back on markets in Q3, when central banks made clear that their priority is fighting inflation.

    Quarterly Reports

    Market Review – Quarter 4 2017

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

    Market Review – Quarter 3 2017

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

    Market Review – Quarter 2 2017

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