Wealth news and insights

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.

At Canaccord Genuity Wealth Management, we always say our clients are at the heart of everything we do. And this article from the Telegraph proves that we practise what we preach. 

In the second webinar of our ‘In conversation with Canaccord Genuity’ series, Patrick Thomas, our Head of ESG (environmental, social and governance) Investments and Jordan Sriharan, Head of our Managed Portfolio Service, discuss all things ESG.

Our Chief Executive Officer, David Esfandi extends his congratulations to Canaccord’s Head of Fund Management, Giles Hargreave for receiving two industry lifetime achievement awards.

We think Europe may finally offer a glimmer of hope for investors – particularly following the announcement of the ‘Merkel-Macron’ post COVID-19 EU recovery plan. Could this be a good time for investors to look again at European equities? Europe invokes strong feelings among many people, but we think it could be time to put our traditional reservations behind us and it goes beyond just politics…

The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.