Blog

The residence nil rate band explained

The new residence nil rate band (RNRB) could increase the inheritance you could leave for your children by up to £80,000 from April, rising to £140,000 by 2020. However, there is a danger that some of you could miss out if you haven’t put the right plans in place to deal with your fami…
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Welcome to the team – Christina Rogers

Christina joins Chartered Wealth Management after many years with Coutts & Co.  Christina's comments on joining CWM are: "Having worked in financial services for over 22 years, the last 10 of which were at Coutts as an Investment specialist, I know the value of trust in building lo…
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Merry Christmas from CWM

As another year draws to a close, we reflect on 2016 and look forward to a new year. The UK voted for Brexit, the US elected Donald Trump and Italy’s Prime Minister resigned.  We have seen the pound crash to a 31-year low against the US dollar, US stock markets have hit record highs…
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CWM & Variety, the Children’s Charity

On behalf of CWM and Variety, thank you to everyone who kindly made a donation to support Mark in the Windmill Half Marathon, which was completed in an amazing time of 1hr 32mins.  The total raised was in excess of £1,800.…
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Pensions: George Osborne drops plans to cut tax relief

After months of speculation as to how George Osborne may have made changes to pension regulations, a source from the Treasury has confirmed that now is 'not the right time' to make changes to pension tax relief.....http://www.bbc.co.uk/news/uk-35732604…
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Is the FTSE 100 over or undervalued at the present time?

A useful instrument for long term valuations is based around Robert Shiller’s CAPE (Cyclically Adjusted PE ratio), which uses ten-year inflation adjusted earnings in the ratio rather than last year’s earnings as is the case with the standard PE ratio. Using one years PE is like stan…
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An Evening with Artemis

The Directors & Advisers of CWM attended an event which enabled them to listen to several fund managers share their views on what they think lies ahead.  This was followed by a panel discussion and healthy debate on market volatility.  The evening concluded with after dinner speake…
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Happy Christmas from all the CWM Team

The Directors and team at CWM wish you and your family a very Happy Christmas and a peaceful and prosperous New Year. This year as many of you know, CWM is supporting Variety, the Children's Charity.  It is our goal to raise funds to buy a Variety Sunshine mini bus which will go a long wa…
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Happy Christmas and all the best for the New Year from the team at CWM