Wealth news and insights

Our investment conference this year with political broadcaster, Andrew Neil, tech fund manager, Ben Rogoff and Canaccord's own CIO, Michel Perera looked at what investors can learn from the current world of politics.

As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.

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. 

Nero Patel, Senior Wealth Adviser, explains how sensible cash flow modelling can help you to achieve your later-life goals. He presents a relatable case study, demonstrating how a financial planner can make your plans attainable rather than leaving things to chance.

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. From this April 2019, the limit will be £1.055m.

In this article, Deputy CIO, Richard Champion explains why we're confident equity markets will be higher in a year's time than they are today - and why we maintain measured market optimism, with insurance policies in place in case things get worse.