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.

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

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.

Andrew Chastney, technical specialist, Canaccord Wealth Management discusses the details of trusts, the specifics of setting one up, and how they can work for and benefit certain individuals.

What reasons are there to be optimistic in investing in the Alternative Investment Market. Find out more. 

Discover how short-dated UK government bonds (gilts) offer tax-efficient returns in our Gilts Portfolio Service. Our wealth planners can help you find out more.