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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

Webinar: why now could be a great time to invest in fixed income
9 March 2023 in Investing, On-demand events

In an exclusive webinar recorded on 2 March, Thomas Becket from our Chief Investment Office met with Mark Holman from TwentyFour Asset Management to discuss why fixed income investing could be an attractive alternative right now.

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Five inheritance tax planning tips to help manage the inheritance tax payable on your estate
6 March 2023 in Inheritance, Wealth/financial planning

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.

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Webinar: what lies ahead - transatlantic views on a world of investment opportunities
30 November 2022 in Investing, Latest market updates, On-demand events

Watch our webinar: Thomas Becket in conversation with Tony Dwyer, sharing their views on transatlantic investment opportunities

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How to calculate your personal tax allowance over £100,000
9 November 2022 in Inheritance, Wealth/financial planning

In this article, Head of UK Financial Planning, David Goodfellow, explores the two scenarios that can cause you to pay the 60% tax rate and provides our top tips if you are caught by them.

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Investing in bonds to beat inflation
19 October 2022 in News & Views , Investing

With inflation and interest rates on the up, is there still a role for bonds in an investment portfolio? Find out why Bond Fund Manager Mark Holman thinks so.  

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Cautious investment portfolios in volatile times
19 October 2022 in Investing

Could a lower-risk portfolio really deliver for investors in these volatile times? Our investment experts explain why cautious portfolios are potentially more attractive than they have been for some time.

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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.