Joint Webinars

In January 2023 we partnered with wealth manager Canaccord Genuity Wealth Management for our latest pensions and investments masterclass webinar.

In this webinar, we discuss how pensions are not just tax wrappers but also tax planning vehicles, as the way that tax relief is granted can interact with other tax liabilities. We also gave an overview of some possible tax planning opportunities that could arise from pension funding.

Thomas Becket – Chief Investment Office, Canaccord Genuity Wealth Management discussed why it could be time to reconsider fixed interest as a potentially exciting and rewarding asset class with yields and interest rates now back at realistic levels.

Watch the webinar here.