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Wealth planning

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

Financial planning tips for the new tax year - spring clean your finances

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.

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Five facts about retirement
27 February 2019 in Retirement planning, Wealth 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.

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Getting your finances in shape for 2019: three financial resolutions to help you succeed
8 January 2019 in Tax planning, Wealth planning

Here are our top three New Year’s financial resolutions to help you plan for a successful 2019 and beyond.

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Investment conference 2018: Exploring the future

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.

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Why investors are looking east towards Japan

We believe there are many compelling reasons to look closely at investing in Japan in 2019, including improvements in Japanese company balance sheets, thanks to their better profitability and innovative edge with relatively cheap stock valuations. Is the sun now rising over Japan?

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Looking forward to your children's education
27 April 2018 in Investment ideas, Wealth planning

One way to make certain your children can look forward with confidence is to provide them with the best possible education. Nicholas Michell identifies your key considerations.

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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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