Skip to main content

Adam & Company insights

Our 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.

Latest posts

Are investors right to be seduced by America’s AI giants?

Our latest insight on how UK and other global markets can still offer attractive investment opportunities for client portfolios.

Read more
Summer webinar: Has election fever positively impacted our client investment portfolios?

In this webinar we discuss the UK election results, their effect on market and economic activity and where they think investment opportunities lie in the next quarter of 2024 for our client portfolios.

Read more
Tax planning for high earners
17 July 2024 in Wealth/financial planning

Our experts explore tax planning strategies for high earners to help achieve their financial goals, build a retirement income & pass on wealth effectively.

Read more
How family succession planning could help protect your family’s future
11 July 2024 in Wealth/financial planning

Thinking about how best to pass on your wealth? If so, our Adam and Company independent financial planners suggest asking yourself these four important questions

Read more
Don’t score a financial own goal: here’s some financial planning tips to stick to
11 July 2024 in Wealth/financial planning

Can’t stick to your financial goals? We’ve outlined five key fiscal resolutions, which are realistic and easy to measure. Use these ideas to help you become the best goalkeeper you can.

Read more
Trusts for estate planning: what, when and how?
9 July 2024 in Wealth/financial planning

Paul Hancock, Senior Wealth Planner, Canaccord Wealth Management discusses the details of trusts, the specifics of setting one up, and how they can work for and benefit certain individuals.

Read more

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.