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Wealth news and insights

Our wealth news and insights cover a variety of key topics from the investment world such as retirement, wealth and tax planning, investment ideas and the latest economy and market news. Don’t forget to sign up for all the latest wealth management news if you would like to receive regular financial insights from our experts. You can also download a digital example of our quarterly News & Views publication here.

Latest posts

Clarity on the COVID-19 situation

Our International Deputy Chief Investment Officer, Justin Oliver, provides some clarity on the current Coronavirus (COVID-19) situation. Watch our short video here. 

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Latest investment news - 27 March

This week, the strongest market rally since the 1930s has followed the steepest, fastest slump in equities, leaving many to wonder where we are on the COVID-19 crisis. Read our latest investment news update here. 

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A crisis in equity dividend income

Every day we are seeing more and more companies announcing the removal, deferral or cancellation of dividends. Companies are under acute pressure to conserve cash in the current environment. Find out more about the crisis in equity dividend income. 

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Five top tips to help manage the inheritance tax payable on your estate

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

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Investment market update - holding steady, watching closely

In a time of global volatility, we share our views on what this means for the future direction of markets. 

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The COVID-19 and infrastructure Budget

Our Head of UK Financial Planning gives key takeaways from the 2020 Budget.

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Investment news update

Canaccord Genuity Group

We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

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All opinions and comments are subject to change without notice. For full Market Abuse regulated disclosures please see here.

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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