News &
Financial Updates

Five ways to reduce your retirement age

With some careful planning and advice from a financial adviser, you could help to reduce the age at which you are currently able to retire. Here are five steps you can take to help improve your chances of retiring early.

Press Coverage – Finura managing director Nathan Mead-Wellings on using behavioural science in financial planning

Finura Director, Nathan Mead-Wellings, talks to Money Marketing magazine about behavioural science in the context of financial planning.

Inheritance tax could be due a major overhaul

Inheritance tax could be due a major overhaul, with a new report recommending sweeping changes to gifting rules, life insurance policies and even who pays the bill.

Press Coverage – Finura Team Completes Charity Triathlon reports Citywire

Citywire covers Finura Director, Nathan Mead-Wellings’, completion of the recent Bloodwise Blenheim Palace triathlon.

ISAs: Start Early And Boost Your Retirement Savings

Statistics from the Investment Association regularly show that ISA sales are clustered in the early months of the calendar year as investors react to the 5 April deadline.

When is it time to retire?

It may sound like an easy question but, right now, it is a moving target.

Draft regulations published regarding maturing child trust funds

Draft regulations have been published that will mean the funds in maturing Child Trust Fund accounts can retain their tax-advantaged status after maturity.

Market Commentary

Monthly Market Commentary – June 2019

A look back at markets in Q2 when shares gained despite ongoing trade tensions.

Monthly Market Commentary – May 2019

A look back at markets in May when stocks fell as trade tensions ratcheted up.

Monthly Market Commentary – April 2019

A look back at markets in April when stocks continued to move higher amid encouraging economic data.

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 15.07.19

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

Finance in the News – w/c 08.07.19

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