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Wealth news and insights

Our news and insights hub covers a variety of key topics from the investment world such as retirement and pension planning, wealth and tax planning, ESG investing, investment market updates and the latest global economy and market news. You can sign up for our latest wealth management news if you would like to receive regular financial insights from our experts. You can also download a digital copy of our latest News & Views publication here.

Latest posts

Wealth planning for business owners and entrepreneurs

Many of our clients are entrepreneurs or are involved in a family business but we often find that they do not make a distinction between business and personal assets when it comes to wealth planning. Fortunately, there are many ways to safeguard your own and your business’ future security but getting the right advice is essential.

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Post-COVID-19 tax planning: what can I do to mitigate tax rises?

Following the UK’s most recent Budget, we revisit our Post-COVID-19 Wealth Planning Guide on tax to look at just how the changes announced could affect you, as well as the potential for more changes to come.  

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Why is it important for your pension and tax planning to check if you are putting too much into your lifetime pension?

There is a limit to how much you can save into your pension tax-free over your lifetime, known as the lifetime allowance (LTA). It’s been controversial because the government has steadily reduced the limit down from £1.8m in 2012 to its current level of £1,073,100.

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What to do before 6 April 2021: your essential six-point financial planning checklist

Head of UK Financial Planning, David Goodfellow outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2021.

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Boost your pension by making use of unused pension allowance

In this article we talk about how to maximise your personal pension tax relief, check your unused pension allowance and follow the pension carry forward rules. 

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Investing in technology – should investors look beyond the US?

Think technological innovation and you need to start in the US whose largest stocks are all technology-related. But does this mean the UK, or in fact Europe is devoid of investment opportunities in innovation?

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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.