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.

    GIS Theme 3 – The rise of the risk investor

    Any investment puts capital at risk to a certain extent, and that’s certainly true in times of economic uncertainty. But despite this, the Global Investor Study 2021 shows how people are exhibiting riskier investment behaviour. What’s driving these decisions?

    Podcast: Energy Crisis Special Part Two – How Do We Ensure Our Energy Security?

    In the second part of this series, Mark Lacey, a fund manager, and Richard Nourse, Founder of Greencoat Capital, discuss how countries might tackle the threat to our energy security.

    The Latest Lowdown on Interest Rates

    Interest rates in the UK have started to move upwards sharply. Until 16 December 2021, the Bank of England’s Base Rate was 0.1%. By early August 2022, after six consecutive increases, it was 1.75%.

    Every Cloud Has A Silver Lining

    While investor pessimism is at its highest in 20 years, and the media continues to highlight a melancholy scenario for our economy, due to inefficient pricing and fear in the market, bear markets can actually present opportunities for investors.

    Podcast: can smaller companies thrive when the economy stalls?

    Bob Kaynor, a US small and mid caps fund manager, discusses the impact of inflation and rising interest rates on smaller companies and whether they can outshine their large cap peers.

    IHT receipts jump to £6.1bn

    HMRC collected a record £6.1bn in inheritance tax in 2021-22 – a jump of 14% on the £5.4bn collected in the previous year.

    How bad will a recession be?

    The National Institute of Economic and Social Research (NIESR) and the Bank of England have both pronounced that we are entering a recession that could last for much of next year.

    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

    Monthly Market Commentary – February 2022

    A review of markets in February, when financial market activity was overshadowed by the shocking invasion of Ukraine by Russia.

    Monthly Market Commentary – January 2022

    A look back at markets in January when equities fell amid caution over the outlook for US interest rates and the uncertain situation in Ukraine.

    Monthly Market Commentary – December 2021

    A look back at Q4 2021, when developed market shares posted strong returns despite the emergence of the Omicron variant and the prospect of tighter central bank policy.

    Quarterly Reports

    Market Review – Quarter 1 2017

    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 2016

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