News and 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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Are you prepared for 2016?

This year more than ever it is really important that you review your financial planning or it may result in you paying too much tax. Significant changes are forthcoming in the following areas: Pensions Taxation of Dividends Inheritance Tax If you would like more information o…
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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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Market Outlook for 2016? Time for a Financial Review?