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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

Five inheritance tax planning tips to help manage the inheritance tax payable on your estate

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.

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Canaccord comes out top in Telegraph reader investigation
10 July 2020 in CGWM news

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. 

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ESG investment funds - the COVID-19 silver lining?

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.

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Giles Hargreave wins awards recognising his ‘outstanding’ work for investors
25 June 2020 in CGWM news

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.

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Why European equities could be coming out of lockdown

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…

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Advice on inheritance tax planning

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.

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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.