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.
DownloadYour Autumn Statement Summary 2023
An overview of the all the taxation changes announced in the most recent budget.
DownloadYour 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.
DownloadYour 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.
DownloadYour 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.
DownloadYour 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.
DownloadYour 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.
DownloadYour 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