Investment Archives | Chartwell Wealth Management

Category: Investment

The information provided is intended to provide information only and reflects our understanding of legislation at the time of writing. You should always seek professional advice before take any action.

The value of some investments can go down as well as up and as a result you may not get back the full amount invested. Past performance is not a reliable indicator of future performance and any investment in shares should be considered long-term and fit within your own risk attitude, your financial circumstances and objectives.

Venture capital trusts continue to attract investors

January 23, 2020 | Posted by Richard Clarke | in Chartwell, Investment, Tax

HMRC stats show venture capital trusts (VCTs) are increasingly attractive to investors, offering potential tax benefits but substantial risk. If you’re going to invest, consider acting before the upcoming tax year end but take advice.

The 2019 investment year

January 20, 2020 | Posted by Chris Law | in Chartwell, Investment

2020 begins with a reasonable investment outlook. Is it worth selling shares to realise 2019 gains? Check with your financial adviser about investing in ISAs and pensions before the tax year ends.

Life expectancy shortens… or does it?

January 13, 2020 | Posted by Chris Law | in Chartwell, Financial Planning, Investment, Pensions, Retirement Planning

The ONS’ lowered life expectancy projections have implications on retirement planning and investments. Check out the updated calculator.

Calling a halt on mini-bonds

December 16, 2019 | Posted by Richard Clarke | in Chartwell, Investment

Return rates that look too good to be true generally are. Now mini-bond promotion has been restricted to investors after high-profile losses.

HMRC keeps an eye on offshore fund investors

December 9, 2019 | Posted by Gary Newton | in Chartwell, Investment, Tax

HMRC is now contacting individuals with offshore investments. Make sure you know how gains from these investments should be treated.

Factor inflation into your planning cycle

December 2, 2019 | Posted by Chris Law | in Chartwell, Investment

UK inflation remains low, but it could have a cumulative knock-on effect on your financial plans. Talk to us to see how this impacts you.

Starting early for tax year end investments

November 18, 2019 | Posted by Richard Clarke | in Chartwell, Financial Planning, Investment, Tax

There is more time to capitalise on opportunities for early year end tax planning and VCTs are launching their fund-raising efforts now.

UK dividend growth continues, but for how long?

November 11, 2019 | Posted by Chris Law | in Chartwell, Investment

Recent data show that dividends from UK shares rose by nearly 7% year-on-year in the third quarter, but this upward trajectory may not last.

One step at a time – investing slowly

November 4, 2019 | Posted by Gary Newton | in Chartwell, Investment

Investing a lump sum can be daunting, but phased investment could give you another route to making the most of your money.

Blue chips take a knock as Marks & Spencer relegated

October 17, 2019 | Posted by Richard Clarke | in Chartwell, Investment

The gradual decline of M&S, which has been evident for some years, echoes many similar events over the years

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New government, new tax targets?

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Venture capital trusts continue to attract investors

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The 2019 investment year

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Category: Investment

Categories

We hope you find this information useful

Venture capital trusts continue to attract investors

The 2019 investment year

Life expectancy shortens… or does it?

Calling a halt on mini-bonds

HMRC keeps an eye on offshore fund investors

Factor inflation into your planning cycle

Starting early for tax year end investments

UK dividend growth continues, but for how long?

One step at a time – investing slowly

Blue chips take a knock as Marks & Spencer relegated

Categories

We hope you find this information useful

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