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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

Post-COVID-19 tax planning: what can I do to mitigate any tax rises after COVID-19?
8 September 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: how can I use my wealth differently in a society being changed by COVID-19?
8 September 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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Post-COVID-19 wealth planning: Care home costs are alarming. Are you really prepared?

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

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Why market falls or market volatility can provide a great opportunity for investors

Our Chief Investment Officer, Michel Perera talks about why market falls and volatility could provide an opportunity for investors if the economic fundamentals are in place. 

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Transferring wealth to the next generation – what to consider

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

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Five months on from March’s stock market crash - what are the questions investors are asking right now?

Read the summary of our open call in which our Chief Investment Officer, Michel Perera answers our clients' questions on the current market and what the future outlook may be.

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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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