News &
Financial Updates

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.

Using Trusts as Part of an Inheritance Tax Planning Strategy

There is a common misconception that trusts are only used by the wealthy. However, they are accessible to all and can be a useful tool as part of a wider inheritance tax planning strategy. There are various reasons why a trust may be set up; some can be written into your Will and others can be set up independently. Here we explain what trusts are, what they do and the different types of trust available.

Tips For Effective Intergenerational Financial Planning

Traditionally parents would bequeath their assets to their surviving spouse and subsequently their children. But, as we live longer, there are increasing opportunities to use intergeneration financial planning which includes grandchildren and great grandchildren too.

Market Commentary

Monthly Market Commentary – February 2019

A look back on markets in February when easing trade tensions helped support equity market gains.

Monthly Market Commentary – January 2019

A look back on markets in January, when equities received a lift from signals that the US Federal Reserve would be more patient with interest rate increases.

Monthly Market Commentary – December 2018

A look back on markets in Q4 when global equities suffered steep declines amid persistent worries over trade and economic growth.

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.

Finance in the news

Finance in the News – w/c 19.08.19

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

Finance in the News – w/c 12.08.19

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