For financial advisers and investment professionals only
The information in this area of the website is aimed at financial advisers and other professional financial intermediaries in the United Kingdom and it is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our home page for information and resources for private clients.
The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.
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IHT Portfolio Service documents
Here you should find all the documents and forms you'll require for our Inheritance Tax Portfolio Service.
Do you have a Managed Portfolio Service general investment account with Canaccord Genuity Wealth Management already?
Please send completed forms to Lauren Hurford at Canaccord Genuity Wealth Management, 41 Lothbury, London EC2R 7AE or email email@example.com.
For more information on our Managed Portfolio Service or if you have any questions about the documentation available here, please contact Lauren: +44 20 7523 4597
How can we help?
If you would like to know how we can help with your investment, wealth management or financial planning needs, get in touch. We will be delighted to provide more details of our services.
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.