Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man)

With potential shifts in pension rules, tax reliefs, and contribution limits in the Autumn budget, retirement planning as we know it could be reshaped. In our upcoming webinar, Harry Plunkett DipPFS, Wealth Planner and Toby Carpenter CFA, Investment Director, will break down how the budget will affect your pension and retirement strategy and discuss: 💼 The UK pensions landscape pre-budget 📅 What’s changing and when 🪙Key strategies for pensions planning post-budget Register here: https://ow.ly/96me50TVwtz Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. The tax treatments discussed are based on our current understanding of UK legislation. It is a broad summary and cannot cover every circumstance and it does not constitute tax advice. #Budget2024 #Pensions #Retirement #FinancialPlanning

Although divorce rates in the UK are declining, it remains crucial to seek expert financial advice to navigate what can be a challenging journey. Hazel Bowen spoke to Findawealthmanager about some of the most important considerations. Read the full article here: https://ow.ly/xUxL50TV7EP Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #divorce #wealthplanning #beprepared

Bond yields are surging as expectations for rate cuts fade, with US and UK 10-year yields reaching 4.24% and 4.23%, respectively. Strong economic data suggests a potential soft landing, but global equities continue to slide. Key events to watch include the UK Budget on Wednesday and US GDP and employment reports, which will offer further insight into economic strength amid rising yields and market volatility. In our weekly markets review, Thomas Hibbert, CFA, Multi-Asset Strategist at Canaccord, reviews last week’s market and economic movements. Read our latest weekly markets review ⬇️ Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #markets #investing #economy

As a business owner, you’re often focused on running your company, leaving little time for personal financial planning. But ensuring your personal finances are in order is just as important as managing your business’s cash flow. Without the right planning, you could be missing out on opportunities to secure your future. In our latest Planning Ahead article David Goodfellow, Head of Wealth Planning explains how effective cash flow planning can help business owners balance their business and personal financial goals. 👉 Read more: https://ow.ly/Vlng50TTnpH Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #CashFlowPlanning #BusinessOwners #FinancialPlanning #WealthManagement

We are proud to announce that our CEO David Esfandi has been named in Spear’s Power List 2024. #spearspowerlist #leadership #investing

Planning for a comfortable retirement takes more than just hope – it requires strategy and regular review. We all want to enjoy retirement without financial stress, but it’s essential to stay prepared for the unexpected. Andrew Chastney, Senior Paraplanner and technical specialist, discusses how to keep your retirement on track by: 💡Understanding your retirement needs with professionals 💡Seeking advice how to project future financial scenarios 💡Using available retirement tools Read the article: https://ow.ly/J5aM50TRrck Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #retirement #financialplanning #futureproof

Missed our Autumn webinar? The recording is available to watch now! 🎃 In our latest market update, Co-Chief Investment Officers Richard Champion and Thomas Becket discussed the mostly predictable nature of investment markets over the past year. However, they emphasised that investors must remain vigilant for several reasons. Richard and Tom also addressed questions raised by our clients, including: 🎃Why the UK remains a good opportunity for investors 🎃Are shareholders in the UK selling up before potential changes to capital gains tax? 🎃What does the outcome of Trump vs. Harris mean for your portfolio? Watch the recording here: https://ow.ly/10SI50TQM1U Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #investing #markets #economy

Last week, UK inflation dropped to 1.7%, pushing down bond yields and lifting equities. Meanwhile, the ECB cut rates again, citing progress on inflation, as eurozone inflation continued to fall too. Elsewhere, oil prices fell, and Chinese equities saw a boost. In a week dominated by news on inflation, what else happened in the world? In our weekly markets review, Thomas Hibbert, CFA, Multi-Asset Strategist at Canaccord, reviews last week’s market and economic movements. Read our latest weekly markets review ⬇️ Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #markets #investing #economy

What does the US election teach us about investing? As the US election approaches, investors are paying close attention. Historically, market performance has shown little difference between Republican and Democratic presidencies. The key? Staying invested for the long term. In our latest insight Thomas Hibbert, CFA, Multi-Asset Strategist discusses: 🦅A comparison of policies from both candidates, Trump and Harris 🦅Historical equity market performance under both parties 🦅Why remaining invested is essential, no matter the political climate. Read the article: https://ow.ly/CslT50TOa4S Investment involves risk, and you may not get back what you invest. It’s not suitable for everyone. #investing #trump #harris #USelection2024