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Retirement planning

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

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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Pension planning at a glance

If you’re thinking, ‘But retirement is miles away’ or ‘I haven’t reviewed my pension for a while’ it may be time to consider your options. It’s never too early to start planning ahead or to review your existing pension arrangements.

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What to do before April 2019: your essential six point financial planning checklist

Wealth Adviser, Sagar Morjaria outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2019.

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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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Responsible investing is here to stay
12 December 2018 in Retirement planning

One major investment theme of the last few years is sustainable investing: people wishing to express their beliefs and hopes in the way they allocate their money. In response, we have introduced our ESG Portfolio Service, to help our clients take a more responsible approach to investing.

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

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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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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