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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Independent wealth and tax planning service

Our independent wealth and tax planning service looks at your financial arrangements and tax position as a whole.

Starting with a fee-based strategic review your personal wealth planner will get to know your situation, identify any specific issues and recommend the changes needed to help you meet your long-term goals in the most tax-efficient manner. 

As our advisory service is independent, your personal wealth planner is free to consider any provider and all available options to ensure you have the best structure in place to meet your financial objectives.

We will also ensure our investment management services, and any we set up for you through external providers work seamlessly together towards your long-term prosperity.

  

Plan for your financial future with confidence

Arrange a no-obligation, complimentary consultation with an independent wealth planner.

Request a consultation

Complete wealth and tax planning advice focused on your priorities

Your independent wealth planning expert will build and maintain a long-standing relationship with you. They will regularly review your personal wealth plan and tax arrangements to make sure it will produce the results you want, taking account of any changes in tax and legislation, alongside your objectives and changing financial circumstances.

Working closely with you, your independent personal wealth manager will carefully consider:

  • Your existing savings and investments
  • Your current tax situation in relation to income tax, capital gains tax and inheritance tax
  • Your tax allowances to ensure you are making the most of your Capital Gains Tax (CGT) allowance, personal allowance, and annual gift exemption
  • Properties, including any holiday homes or investment properties
  • Your income, including bonuses, interest on investments and rent
  • Your other assets, including art and jewellery
  • The currencies and jurisdictions in which you’re invested
  • The jurisdiction where you are resident or domiciled
  • Your insurance arrangements.

We will also look into the future and allow for any money or assets you might inherit, your children’s or grandchildren’s education, your pension and long-term care provisions, and estate planning.

 

Free consultation with a wealth advisor

Typically, we provide financial advice to clients with assets over £250,000. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Canaccord Genuity Wealth Management, then please do not use this form to get in touch. Instead, please head over to our careers page to find out more.

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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.