News &
Financial Updates

Tax year end planning checklist for individuals

A handy checklist of suggested planning considerations for individuals for the end of the tax year.

Finura achieves corporate Chartered status from the Chartered Insurance Institute

Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.

Tax Rates & Thresholds 2019/2020

As we approach the busiest time of year in the financial calendar, we provide a reminder go the key rates and thresholds applicable to those working in England and Northern Ireland.

Multi-asset outlook: Markets in 2020 – The stabilisers remain on

In this 60 second video, Chief Investment Officer Johanna Kyrklund explains why in 2020 investors should take precautions against global growth disappointment.

Top tips for trouble-free end of year tax planning

With a plethora of avenues to plan for and consider, we have put together this brief guide on the key areas of tax planning that should be taken into account ahead of this important annual deadline.

Key Dates For The UK Tax Year 2020/2021

Aside from the main end of tax year date of 5th April, there are several other key dates throughout the year that both employed and self-employed workers need to be aware of.

The date of the next Budget

News has emerged that the long-deferred Autumn 2019 Budget will be on Wednesday 11 March 2020.

Market Commentary

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.

Monthly Market Commentary – December 2019

A look back at markets in Q4 2019 when shares were supported by optimism over the prospects for a US-China trade deal.

Monthly Market Commentary – November 2019

A review of markets in November when shares in developed markets moved higher but emerging markets lagged.

Quarterly Reports

Market Review – Quarter 3 2018

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

Market Review – Quarter 2 2018

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

Market Review – Quarter 1 2018

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 17.02.20

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

Finance in the News – w/c 10.02.20

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