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Wealth/financial planning

Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here. 

The pros and cons of early retirement
10 July 2025 in Wealth/financial planning

Samantha Gibson, Senior Wealth Planner, Canaccord Wealth explores the pros and cons of early retirement and how expert advice can help you with this significant life decision.

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Investing an inheritance: what to consider

Peter Seamer, Investment Director, Canaccord Wealth discusses investing an inheritance and the common mistakes to avoid.

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Investing for grandchildren - a simple guide

This guide explores tax-efficient ways for grandparents to invest in their grandchildren’s future, from ISAs and SIPPs to trusts and gifting strategies.

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Transferring wealth to the next generation – what to consider

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

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How to talk to your family about money

Talking openly about money can be hard — but it's key to good planning. Learn how to have better family conversations about money across generations.

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A rare opportunity to maximise your State Pension amount ends soon

Maximise your State Pension with a time-limited chance to buy back missing National Insurance contributions. Learn how this could boost your retirement income.

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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.