Wealth/financial planning

Learn how whole of life cover can help mitigate inheritance tax and ensure effective estate planning for you and your loved ones.

Find out the secrets to a wealthy retirement and use our handy calculator to find out how much money you’ll have when it comes to retiring.

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.

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.