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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

Look
forward
with confidence

How do you set up a
financial plan for the future?

With so many political and economic uncertainties currently affecting all of us, from Brexit to Trump, the importance of planning ahead has never been more relevant. Our new guide offers stimulating scenarios that may resonate with you, or even inspire you, to rethink your current financial arrangements and plan for a prosperous financial future.

Download your free guide

Multiple or single choice

A sample of the findings in our 'Look forward with confidence' guide:

 

Ageing - the 21st century threat

With life expectancy on the up, pension incomes in decline and divorce rates among older people rising, the  financial future looks less than rosy for many.

The changing face of retirement

Contributor Baroness Ros Altmann explores the notion that the once-accepted ‘magic age’ beyond which we no longer work has become a thing of the past.

Why you should care about care homes

Although the government is aiming to cap care fees at £72,000 by 2020, people with assets worth more than £23,250 are expected to cover their own care home costs.

Making allowances for inheritance tax

Here we take a look at how inheritance tax works, check out the new rules and regulations, and explore some of the ways you can help to reduce IHT.

 

 

An expert UK wealth planning team

Our wealth planning service is designed to manage the whole of your finances and ensure they are structured, including your investments, to meet your objectives. We can also work with you on a one-off, short-term basis to find a solution to an individual query or problem affecting, for example, your pension or long-term care. See our key experts below:

david-goodfellow

David Goodfellow

Head of UK Financial Planning

David specialises in financial planning and tax driven investment planning. He has over 20 years' experience in advising on and investing in VCTs, EISs and tax driven property structures.

If you'd like to discuss your wealth planning thoughts and concerns, please get in touch.


+44 20 7523 4500

Nero Patel

Senior Wealth Adviser

With over 16 years’ industry experience Nero provides strategic financial planning services to a range of private clients at Canaccord Genuity Wealth Management.

If you'd like to discuss your wealth planning thoughts and concerns, please get in touch.


+44 20 7523 4500

(1) Office for National Statistics, (2013) - One third of babies born in 2013 are expected to live to 100 [accessed July 2017].

(2) Survey conducted by YouGov on behalf of Canaccord Genuity Wealth Management. Total sample size was 2,011 adults, of which 1,091 were workers aged 18-64 and 265 have £100k+ of investable assets. Fieldwork was undertaken between 10 - 11 Aug 2016. The survey was carried out online. The figures have been weighted and are representative of all GB adults (aged 18+).

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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