Canaccord Coffee Break

In this special edition of the Canaccord Coffee Break podcast, Jane Parry, Group Chief Marketing Officer, is joined by Gary Steel, Senior Wealth Planner, to discuss what the upcoming changes to IHT and pensions mean for you and the planning options worth considering. In just 15 minutes, you’ll discover: How the changes could affect the inheritance you intend to leave your familyWhy preserving your pension at all costs may no longer be the right approachThe planning options many families are now reviewing, from gifting and trusts to retirement income strategies.If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Jane Parry, Group Chief Marketing Officer, is joined by David Goodfellow, Senior Wealth Planning Director, for a wealth planning special episode to discuss:What higher taxes on savings and rental income in the Autumn Budget mean for savers, investors and landlordsWhy the upcoming changes to inheritance tax and pensions in April 2027 should be firmly on the planning agendaHow frozen tax thresholds are quietly pulling more people into the tax netWhat clients should consider reviewing now, from pensions to how their investments are held.If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Jane Parry, Group Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, to discuss:What’s spooking markets this OctoberWhy the jitters are more about fear than fundamentalsWhat’s behind the sharp move away from tech into defensive sectorsWhy rising volatility doesn’t necessarily mean deeper trouble ahead.If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Jane Parry, Chief Marketing Officer, is joined again by Tom Hibbert, Chief Investment Strategist, to discuss:Why bonds and shares suddenly started moving in opposite directions againWhat's behind the surge in real yieldsHow AI investment is reshaping financial marketsWhether bonds are truly earning their place in portfolios again.If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Jane Parry, Chief Marketing Officer, is joined this week by Guy Thornewill, Direct Equities Director, to discuss:How AI agents could move from simply answering questions to taking actions on our behalfWhy businesses are investing heavily in the next phase of AI adoptionWhether companies are starting to see a return on their AI spendingWhat this earnings season could reveal about the winners and losers of the AI revolution.If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, this week to discuss:Why France has become the focus of investor concern in EuropeWhat's driving the growing gap between French and German bond yieldsWhy political gridlock is making France's debt problem harder to solveWhether the UK can avoid the same fiscal reality. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Jane Parry, Chief Marketing Officer, chats with Tom Hibbert, Chief Investment Strategist, in this week’s episode to discuss:Why investors are becoming more cautious despite strong market performanceWhat's pushing bond yields higher around the worldWhy markets are watching for signs of disorder, not just higher ratesWhether bond market volatility could spread to other assets.If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, this week to discuss: Why interest rate rises are back on the agenda for central banksHow higher oil prices and the AI boom are adding to inflation pressuresWhy markets are taking a more hawkish approach to interest ratesWhat a higher-rate world could mean for investors and the economy.If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, this week to chat about: Why the return of 5% interest rates is such a big moment for investorsHow the era of near-free money seems to have finally came to an endWhat higher borrowing costs could mean for markets, the economy, homeowners and consumers.If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Jane Parry, Chief Marketing Officer, is back this week with Tom Hibbert, Chief Investment Strategist, to delve into our latest topic including:Why ‘bond vigilantes’ are back in the driving seatWhat's pushing government borrowing costs to multi-year highsWhy and how UK Chancellor John Healey is pinning his hopes on economic growthWhether rising gilt yields are creating opportunities for investors.If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email [email protected]. We’d love to hear from you.Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.