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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

Our latest views on global stock market volatility

We offer our views on COVID-19 developments, how markets are reacting and what the oil price fall means for investors.

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Are you doing enough to reduce your inheritance tax liability?

Inheritance tax affects a large number of people and can be very costly. David Goodfellow, our Head of Financial Planning, gives his 5 top tips for reducing your inheritance tax liability.

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How can investors navigate the coronavirus outbreak?

Our Chief Investment Officer, Michel Perera provides our latest outlook for markets following coronavirus developments this week.

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Investment market update - Coronavirus – what do we know and what can we do?

The coronavirus outbreak is an ongoing situation which we are monitoring closely. At present, we don’t feel it is necessary to alter our investment strategy.

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Investment market update - 'steady as she goes' in 2020

After a vintage year for markets in 2019, it's fair for investors to ask where to now? Pause for breath? Market fall? Or onwards and upwards?

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Get your finances in shape for 2020

Read our top three financial planning tips to help you plan for a successful financial 2020 and beyond.

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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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