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Wealth news and insights

Our news and insights hub covers a variety of key topics from the investment world such as retirement and pension planning, wealth and tax planning, ESG investing, investment market updates and the latest global economy and market news. You can sign up for our latest wealth management news if you would like to receive regular financial insights from our experts. 

Latest posts

How to make sure you are investing in a UK/US tax-compliant investment service
17 March 2021 in Investing, Latest market updates

Due to the demand for US tax-compliant portfolio management for investors with more than £100,000 to invest, we have introduced our new model US Investor Portfolio service this year. Read more here.

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Women and investing
14 December 2020 in Wealth/financial planning, Investing

Countless surveys show women don’t invest as much as men which is impacting their future. So, what are the reasons and what can we do to encourage more women to invest?


 

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Active fund management or passive - which are the best performing funds?
3 November 2020 in Latest market updates, Investing

Commentators seem to revel in highlighting how few active fund managers, even in the best performing funds, outperform their benchmarks over a certain period. But should investors overlook active fund managers and which funds are best, active or passive?

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Post-COVID-19 wealth planning: how will COVID-19 affect women's financial prospects?
8 September 2020 in Wealth/financial planning, Investing

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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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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Calculating inheritance tax with our simple IHT calculator

When you die your inheritance tax (IHT) is charged at a rate of 40% on the value of your estate over and above the nil-rate band of £325,00

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Wealth management updates

Canaccord Genuity Group

We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

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All opinions and comments are subject to change without notice. For full Market Abuse regulated disclosures please see here.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.