Switch location / audience type

This content is not available based on your location and audience type.

You currently have access to view the Uk website for Independent Financial Advisers (IFAs).

If this does not apply to you, go back to our homepage.

Select a location
Select an audience type

Let us know who you are so we can optimise your experience.

Please select your audience type

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

For Canada and Australia select:
Important information

You are about to enter our website for professionals. If you would like to return to our main website, go back to our homepage.

Please read the terms and conditions before proceeding.

Please note these are subject to change at any time.

The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

The website is for information purposes only and is not to be construed as a solicitation or an offer to purchase or sell investments or related financial instruments.

I confirm that I am one of the categories of professional mentioned above, and that where applicable I am authorised and regulated by the Financial Conduct Authority or equivalent regulated body given my jurisdiction, location, and profession. I have read and understood the legal information and risk warnings.

By clicking the "Accept" button, you agree to abide by the terms and conditions listed below.

Select a location
Select an audience type
You need to select your audience type.
You need to select your audience type.

This includes trust companies, fiduciaries, insurance companies, Wealth Advisers and other professionals.

You need to select your audience type.
For Canada and Australia select:
Skip to main content

Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

Menu

Our specialist service

At Canaccord Genuity Wealth Management (CGWM) we offer a comprehensive estate and probate valuation service, to support both legal professionals and executors acting independently.

Our highly experienced team will provide quality advice and help you by undertaking some of the most specialist administrative tasks. We will act efficiently and quickly, bringing you the accurate information you need as soon as possible.

We'll work closely with you to provide a stress-free service for your clients, offering them convenience and reassurance at a difficult and sensitive time.

For probate purposes we can value a deceased’s investment assets as at the date of death. After that, if the beneficiaries wish, we can provide a dealing and stockbroking service to liquidate some or all of the investments, helping you with ongoing financial planning and investment management advice.

Download our estate and probate sales aid

  • Find out more about our comprehensive service
  • Read more about how we can calculate various things such as the amount of IHT due 
  • Find out more about our wider services.

 

Download

How can we help?

If you'd like to know how we can help with your clients' investment needs, our experienced team will be delighted to answer your questions and provide more details of our services.

Get in touch

  Our specialist wealth planning solutions

No matter how complex your clients’ finances or personal situation, we have the expertise and market-leading tools at our disposal to provide them with sophisticated and forward-thinking advice, tailored precisely to their needs.

Inheritance tax services

Expert advice on how your clients can mitigate IHT and effectively transfer wealth to the next generation.

Find out more

Comprehensive wealth planning

A full review of your clients’ finances, leading to a personal wealth management plan.

Find out more

Retirement planning

Bespoke planning, pension advice and cash flow modelling to achieve the retirement your clients want.

Find out more

Long-term care planning

Holistic advice on achieving the right financial plan to see your clients comfortably through the rest of their lives.

Find out more

How can we help?

If you'd like to know how we can help with your clients' investment needs, our experienced team will be delighted to answer your questions and provide more details of our services.

Get in touch

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.

Our portfolios are designed to work over a typical investment cycle of 7-10 years, so we recommend you stay invested for at least seven years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Keeping you and your clients informed

Webinar: Bringing cash flow planning to life

In our latest webinar, Hazel Bowen, a cash flow planning specialist, presents a live demonstration, walking through the details of the model and showcasing its wide range of benefits.

Read more
Post-budget webinar: Our experts unlock the pension puzzle

Our latest webinar covers key UK Budget pension changes, including IHT inclusion, and offers insights on proactive wealth planning with specialists.

Read more
Navigating the UK Budget: your wealth planning priorities and next steps

The UK budget brings significant changes. Review our priorities for next steps and consult a professional to adapt your wealth strategy effectively.

Read more

See all blog posts

 

Want to know more?Get in touch

  

If you would like to know how our independent Wealth Planners, working collaboratively with legal and accountancy professionals, can help clients plan their financial future, please get in touch. We will be delighted to provide more details of our services.

Find out more about our independent wealth planning services.

Click here to read our privacy policy.

 

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.