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Wealth blog

Welcome to Canaccord Genuity Wealth Management UK’s wealth blog. Here you can find articles covering a variety of key topics from the investment world such as retirement, wealth and tax planning, investment ideas and the latest economy and market news. Don’t forget to sign up to our wealth blog if you would like to receive regular financial insights from our experts.

Latest posts

10 years on from the financial crisis
21 November 2018

Canaccord Genuity Wealth Management’s Chief Investment Officer, Michel Perera talks with Tony Dwyer, Chief US Market Strategist based in New York following the anniversary of Lehman Brother’s collapse in 2008. 

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Your guide to inheritance tax - calculate your potential IHT bill in five minutes
9 November 2018

We have created this IHT calculator to help you work out how much inheritance tax (IHT) could reduce the amount you leave behind to loved ones.

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AIM to manage IHT - the advantages of investing in the Alternative Investment Market
8 November 2018

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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How investors should view the US midterm election results
7 November 2018

The expectations were right on cue: Democrats took over the House of Representatives with a comfortable lead and Republicans kept the Senate with an increased majority. Markets are logically only slightly positively moved by the outcome. Beyond the immediate reaction, though, there should be a more bullish backdrop building in the coming year for risk assets.

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Managing inheritance tax – gifting excess income
7 November 2018

Benjamin Franklin famously stated that ‘nothing is certain but death and taxes’. While the former is still unavoidable, careful financial planning can substantially reduce the inheritance tax (IHT) on your estate when you die. A useful way to do this is by making gifts – from your capital or from income.

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Your guide to inheritance tax (IHT) – basic facts you should know
5 November 2018

At the beginning of 2016, the number of UK families paying inheritance tax (IHT) was at a 35-year high, as rising house prices pushed the value of family assets above the tax threshold.

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

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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