Chartwell Wealth Management

News

"
As Summer Fades, an Autumn Budget Looms…

As Summer Fades, an Autumn Budget Looms…

As Summer Fades, an Autumn Budget Looms… As the warmth of summer holidays gives way to autumn, attention shifts once again to the Autumn Budget and the speculation that surrounds it. A Familiar Story of Deficits and Reversals From 2024 to 2025 In July 2024, Rachel...

Two Views of the State Pension: The Future of the Triple Lock

Two Views of the State Pension: The Future of the Triple Lock

Two Views of the State Pension: The Future of the Triple Lock The long-term future of the State Pension triple lock has been called into question by two respected groups of economists, raising concerns about its sustainability. What is the Triple Lock? How It Works...

Chartwell Financial Services Visit Aberdeen’s Edinburgh HQ

Chartwell Financial Services Visit Aberdeen’s Edinburgh HQ

The Chartwell Financial Services team recently enjoyed a busy day in Edinburgh, visiting the Aberdeen HQ. Travelling together by train, the whole team had the opportunity to tour the Aberdeen offices, meet the account managers and call handlers they work with daily,...

Company Car Popularity Rises: The Shift Toward Greener Vehicles

Company Car Popularity Rises: The Shift Toward Greener Vehicles

Recent HMRC data reveals that company cars are enjoying a revival, with a significant rise in electric vehicle (EV) adoption leading the charge. The Comeback of Company Cars A Rebound After Years of Decline Between 2015/16 and 2020/21, company car ownership fell by...

The Law Commission’s Proposals for Modernising Wills

The Law Commission’s Proposals for Modernising Wills

Time to Update the Wills Act 1837? It might surprise you to learn that the law governing wills in England and Wales, the Wills Act, dates back to 1837. While it has seen amendments over the years, many of its original Victorian provisions remain. This enduring legacy...

Winter Fuel Payment Returns

Winter Fuel Payment Returns

Chancellor U-turns on Winter Fuel Payment Eligibility In a significant policy shift, Chancellor Rachel Reeves has largely reversed the controversial changes made to the Winter Fuel Payment (WFP) eligibility. In July 2024, one of her initial decisions as Chancellor was...

Understanding the Latest UK Inflation Spike

Understanding the Latest UK Inflation Spike

Is Inflation Making a Comeback in the UK? The latest inflation figures for April have once again pushed beyond the Bank of England's designated target range, prompting fresh scrutiny of the UK's economic landscape. So what caused the latest inflation spike? The Bank...

Why Millions Are Unprepared for Retirement

Why Millions Are Unprepared for Retirement

15.3 Million Brits Face Future Poverty Risk Concerning new research has brought to light a significant number of individuals on a trajectory towards a retirement characterized by financial hardship. The State of UK Retirement Savings Several prominent investment...

Unpacking the New Adult Social Care Commission

Unpacking the New Adult Social Care Commission

Adult Social Care Review The first Friday of May was a whirlwind of news, creating the perfect backdrop for an announcement the government might prefer to keep under the radar: the launch of a new independent commission into adult social care in England. A Quiet...

US Tariff Pause and Market Jitters

US Tariff Pause and Market Jitters

Trump's "Yippy" Justification for Tariff Delay A new word was added to investors’ vocabulary in April. “Well, I thought that people were jumping a little bit out of line. They were getting yippy, you know, they were getting a little bit yippy, a little bit afraid.”...

Will your next company car be a plug-in hybrid?

Will your next company car be a plug-in hybrid?

2025 introduces a technical change to company car tax, which could alter your next choice of car. In recent years, the tax rules for company cars have provided a major incentive to choose a battery electric vehicle (BEV), with zero CO2 emissions, or a plug-in hybrid...

HMRC Efficiency & The Cost of Tax

HMRC Efficiency & The Cost of Tax

Global Government Efficiency Scrutiny Despite referring to taxpayers as 'customers,' the question of HMRC efficiency and cost-effectiveness remains. In the United States, there has been considerable media attention on DOGE, the so-called Department of Government...