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Wealth planning

Our educational hub explores topics across the landscape of wealth management and financial 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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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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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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Post-COVID-19 tax planning: What can I do to mitigate any tax rises after COVID-19?
1 June 2020 in Wealth planning

The COVID-19 pandemic has been a global tragedy. The human costs of the disease have been profound, widespread and life changing. Of course, there are more important issues at stake than taxes and wealth planning. Yet for many people, having survived the crisis, these will become the most pressing things on their mind. How will their income be affected?

 

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Post-COVID-19 wealth planning: societal change and investing
1 June 2020 in Wealth planning

To create the right wealth management plan or pick good investments post-COVID-19, you need a good idea of what this world will look like in the future. Will COVID-19 be forgotten as a bad dream in a couple of years or will social distancing and careful attitudes still prevail?

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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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