News &
Financial Updates

Our aim is to keep Clients abreast of the things that matter, wherever in the world you may be.

Downloads

Guide to Alternative Investments








Download

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.

What next for the economic recovery?

The fastest monthly growth of the services sector since 1997 and a fall in the number of workers on furlough signalled that the UK’s recovery from the coronavirus crisis remained on track in May.

Another pension age change

The start of the next increase to state pension age (SPA) is still nearly five years away, at which point it will be phased up to 67 by April 2028. In the meantime, the Government has confirmed a rise in pension age for private pension provision that was originally suggested in March 2014.

Three members of staff at Finura nominated for PA’s Women in Financial Advice Awards 2021

We are thrilled to announce that three female members of staff have been shortlisted in this year’s Professional Adviser Women in Financial Advice Awards 2021.

Property & Mortgage Outlook – June 2021

It is generally regarded as a truism that the UK is embroiled in a love affair with property. This has been put to the test more rigorously than ever before over the past 15 months, with the Covid-19 crisis and sudden implementation of Brexit putting the brakes on much of the UK economy.

Are Your Investments Making A Positive Impact?

Responsible investing is becoming a key consideration for many investors, a movement Finura wholeheartedly support.

The end of the stamp duty holiday is fast approaching

Latest UK property statistics show a significant increase in property transactions which is a likely to be linked to the stamp duty holiday. The 30 June 2021 deadline is fast approaching, although there are still significant savings to be made.

Finura selected as a finalist in the Chartered Insurance Institute Public Trust Awards

We are delighted to have been shortlisted for the Building Public Trust Consumer Marketing & Awareness Award.

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.

Download

Budget Summary Autumn 2021

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

Download

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.

Download

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.

Download

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

Download

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.

Download

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.

Download

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.

Download

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.

Download

Market Commentary

Monthly Market Commentary – March 2020

A look back at markets in Q1 2020 when the spread of coronavirus across the world saw stock markets fall sharply.

Monthly Market Commentary – February 2020

A review of markets in February when stock markets fell sharply amid worries over the spread of coronavirus.

Monthly Market Commentary – January 2020

A look back at markets in January when the spread of coronavirus saw investors favour “safe haven” assets like government bonds.

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 06.09.21

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

Finance in the News – w/c 30.08.21

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