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Wealth Management Blog

Money Matters - Investments. "Beware of geeks bearing formulae"

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Are you someone that likes to see the bigger pictures, that builds schemes and frameworks for, or are you someone that likes to see the detail and likes to build a clock rather than tell the time? Top Bottom What? This area is actually a lot more simple...

Money Matters - Investments. "I like stocks like I like socks, great quality for minimum price"

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When you go into a clothes store, do you immediately head for the offers section to see if you can hunt out a bargain – or do you go to the new releases aisle to get the best quality? Value / Growth These are two sides of the same coin. There is...

Money Matters - Investments. "Buy / Build / Hold / Trim / Sell"

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People think differently. I was in a coffee shop the other day and, like most people in the bewildering setting of a coffee shop, was stunned by the sheer variety on offer. If you think a coffee shop can be confusing, there are only normally 6 different...

Money Matters - Pensions "Shopping Lists"

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What can I buy with my pension? Read on to find out… Can I buy my house? No. Can I own my house with a company and buy the company with my pension? No. Can I buy a buy-to-let with my pension? No – not ever have or will you ever be...

Money Matters - Taxation of Pensions. "Not a free meal ticket"

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After the success of the last five ‘money basics’ articles we are continuing this theme with a series of articles on focused subjects. The next five will be covering the overly complex subject of pensions in a little more detail. So, we’ve...

Money Matters - The Annual Allowance. "Tax relief"

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After the success of the last five ‘money basics’ articles we are continuing this theme with a series of articles on focused subjects. The next five will be covering the overly complex subject of pensions in a little more detail. Last week we...

Money Matters - Flexi-Access Drawdown. "With great power comes great [x]"

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After the success of the last five ‘money basics’ articles we are continuing this theme with a series of articles on focused subjects. The next five will be covering the overly complex subject of pensions in a little more detail. Last time we...

Money Matters - Pension Annuities. "A guaranteed income for life"

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After the success of the last five ‘money basics’ articles we are continuing this theme with a series of articles on focused subjects. The next five will be covering the overly complex subject of pensions in a little more detail. As these...

Money Basics - Debt

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Money basics is a series of short articles where we will explore several themes that confuse and bewilder and try to break down all the legalistic jargon into plain English. Previous articles have covered pensions bonds/endowments ISAs Life insurance. ...

Money Basics - Protection

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Money basics is a series of short articles where we will explore several themes that confuse and bewilder and try to break down all the legalistic jargon into plain English. In the first article we covered pensions, covering ISA accounts in the second and...

Money Basics - Investment Bond / Endowment Myths

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Money Basics – Investment Bond / Endowment Myths Money basics is a series of short articles where we will explore several themes that confuse and bewilder and try to break down all the legalistic jargon into plain English. So far we’ve...

Money Basics - ISA

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Money basics is a series of short articles where we will explore several themes that confuse and bewilder and try to break down all the legalistic jargon into plain English. Last week we discussed the best tax wrapper to hold your investments in, this week...

Money Basics - Pensions

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Money basics is a series of short articles where we will explore several themes that confuse and bewilder and try to break down all the legalistic jargon into plain English. Tweet us your article suggestions @ChattertonsLaw – literally anything in the...

Providing a sustainable income in retirement

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You’ve done well, investing and growing your money in your pensions, LISA and ISA accounts and now you are wondering what investments will work best for you to provide a sustainable income in retirement. The current generation of retirees are the...

Economic Review - December 2016

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Click the image to read or download our Economic Review (December 2016)...

Autumn Statement 2016

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Click the image to read or download our newsletter on the 2016 Autumn Statement...

Wealth Management Newsletter - October 16

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This month the Chattertons Financial Services newsletter covers the stance taken by HM Revenue & Customs on closing tax loopholes, tax assisted cycling and the pension advice allowance. Download and print your own copy of our Financial Services...

Retirement Planning - Time for a Health Check?

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Pensions underwent the most far reaching changes in modern times in 2014 which mean that pension savers now have significantly better flexibility and control.  The changes have been very positive but it can also seem overwhelming with such a wealth of...

Crisis Looming - The Bank Brings Certainy

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In a press conference today Governor of The Bank of England sought to reassure investors and economists as to the security of the UK banking system.   In his initial statement he had this to say:   “Major banks hold four times the...

Happy Budget Day!

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With his fourth Budget in under twelve months getting underway shortly, George Osborne certainly seems to want value for money!  I’ll be settling down at 12.30 for “Lunch with George”, but to be honest I’m struggling to...