Skip to main content
UK

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

Managing inheritance tax – gifting excess income

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.

Read more
Your guide to inheritance tax (IHT) – basic facts you should know

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.

Read more
An introduction to basic inheritance tax calculations

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

Read more
Five top tips to help manage the inheritance tax (IHT) payable on your estate

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

Read more
The Band-Aid Budget
30 October 2018 in Economies & markets

A sticking plaster for little issues but no big solution.

Read more
Not the time to sell

Recent equity market turbulence has given investors a frisson of fear, as has often been the case over the course of the bull market that began way back in March 2009.

Read more

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.

Back to top