Wealth planning

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.

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’. 

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.

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.

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. 

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.