Our educational hub explores topics across the landscape of wealth management and financial planning.
April: the first full month of spring, and a great time for financial planning tips. With January’s resolutions now a distant memory, this is an ideal time to spring clean your finances, make use of new tax allowances and start the new financial year on the right foot.
State pensions are becoming less generous. Traditional employer pensions are falling by the wayside. And there are fewer young people to fund the pensions of our ageing population. Our guest contributor Baroness Ros Altmann, CBE and former Minister of State for the Department for Work and Pensions, considers the facts about retirement, and explores the notion that the ‘magic age’ beyond which we no longer work has become a thing of the past.
Wealth Adviser, Sagar Morjaria outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2019.
The theme of Canaccord Genuity Wealth Management’s investment conference was to ‘explore the future’. Expert speakers painted a picture of tomorrow’s world - from global demographic trends to technological advancement – and considered what the future might look like and how it might affect the way we invest today.
One major investment theme of the last few years is sustainable investing: people wishing to express their beliefs and hopes in the way they allocate their money. In response, we have introduced our ESG Portfolio Service, to help our clients take a more responsible approach to investing.
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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.