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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

Should I start saving extra for long-term care at home?
5 June 2020 in Wealth planning, Market update

We have always encouraged our Wealth Planning clients to include provisions for long-term care in their plans. However, care homes have recently been under the spotlight for all the wrong reasons, and sadly the post-COVID-19 position will not be any easier. Read our article to find out more. 

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Post-COVID-19 retirement planning: Should I reconsider my retirement plans after COVID-19?
1 June 2020 in Wealth planning

While the long-term effects of COVID-19 pale in comparison with the immediate loss of human life, we have been considering the effects of the disease on our clients in the future, particularly your plans for retirement.

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Post-COVID-19 tax planning: What can I do to mitigate any tax rises after COVID-19?
1 June 2020 in Wealth planning

The COVID-19 pandemic has been a global tragedy. The human costs of the disease have been profound, widespread and life changing. Of course, there are more important issues at stake than taxes and wealth planning. Yet for many people, having survived the crisis, these will become the most pressing things on their mind. How will their income be affected?


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Post-COVID-19 wealth planning: societal change and investing
1 June 2020 in Wealth planning

To create the right wealth management plan or pick good investments post-COVID-19, you need a good idea of what this world will look like in the future. Will COVID-19 be forgotten as a bad dream in a couple of years or will social distancing and careful attitudes still prevail?

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Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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The questions investors are asking right now

Read the summary of our open call in which we answered some of the many questions being asked by our clients during the continued market volatility and share our latest market analysis and outlook, as well as our ongoing investment strategy.

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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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