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Wealth planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

Transferring wealth to the next generation – what to consider

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

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How can tax planning ensure you make best use of your pension annual allowance?

If you are planning your retirement, it is important to understand the amount you can put into your pension each year in order to gain valuable tax relief, known as the ‘annual allowance’. 

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Post-COVID-19 wealth planning: how will COVID-19 affect women's financial prospects?
7 June 2020 in Wealth planning, Market update

At Canaccord Genuity Wealth Management, we want to help make financial autonomy a reality for women – even more so in this post-COVID-19 new normal. Read our article to find out more.

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Post-COVID-19 wealth planning: Care home costs are alarming. Are you really prepared?

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

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Post-COVID-19 wealth planning: should I start saving extra for long-term care at home?
5 June 2020 in Wealth planning, Market update

We have always encouraged our wealth planning clients to include provisions for long-term care in their plans. However, care homes have recently been under the spotlight for all the wrong reasons, and sadly the post-COVID-19 position will not be any easier. Read our article to find out more. 

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Post-COVID-19 retirement planning: should I reconsider my retirement plans after COVID-19?
1 June 2020 in Wealth planning

While the long-term effects of COVID-19 pale in comparison with the immediate loss of human life, we have been considering the effects of the disease on our clients in the future, particularly your plans for retirement.

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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.

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