Our educational hub explores topics across the landscape of wealth management and financial planning.
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.
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.
With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).
Benjamin Franklin famously stated that ‘nothing is certain but death and taxes’. While the former is still unavoidable, careful financial planning can substantially reduce the inheritance tax (IHT) on your estate when you die. A useful way to do this is by making gifts – from your capital or from income.
With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.
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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.