North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Our Mission Statement
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
    • Blue Planet Updates
  • Our Charges
  • Careers
  • Contact Us

Planning for your Future


  • 25th February 2019 26th February 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Most people would like to retire in their early sixties (or before) whilst they are still fit and healthy to enjoy themselves, but not all have made adequate provisions to do so and many feel that they will need to continue working past their preferred retirement age.

Good News


  • 18th February 2019 19th February 2019 By Philip J Milton & Company Plc
  • Philip's Comments

It is a pleasure to share some good news for a change. Yes, the markets have stabilised and indeed moved forward usefully and it seems that the opposite of ‘death by a thousand cuts’ has been happening – a virtuous circle of regular and gradual upticks in valuations but what a difference just a few weeks make.

Later life planning, have you planned for it?


  • 15th February 2019 15th February 2019 By Philip J Milton & Company Plc
  • Weekly Columns

As we gradually age, become more wiser and enjoy a well earned rest from working, our attention turns to later life and how to ensure we receive appropriate support and care should it be required. According to Alzheimer’s Research UK’s 2015 analysis report 1 in 3 people born in the UK from 2015 will develop dementia, which is a worrying statistic.

Have You Made The Most Of Your Tax Allowances?


  • 8th February 2019 8th February 2019 By Philip J Milton & Company Plc
  • Weekly Columns

The tax year end is fast approaching and you only have until 5 April to make the most of your allowances in the current year before they are lost. If you have not yet considered investing in an ISA, maximising Pension contributions or made use of your Personal Allowance and Capital Gains Tax Allowance, now is the time to do so before it is too late.

Planning for Early Retirement


  • 4th February 2019 5th February 2019 By Philip J Milton & Company Plc
  • Weekly Columns

The pension freedoms have increased the allure of early retirement for many savers who have now been given greater control over how to spend their pot. Many would like to retire early and do something adventurous whilst they are still in good health. Does this sound like you?

Recent Posts
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Risk Warning

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Business Buy to Let Mortgages, Taxation & Accountancy, Probate Administration and Will Writing.

 

Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

 

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Philip J Milton & Company Plc

Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

Authorised and regulated by the Financial Conduct Authority. Reference: 181768.

Registered and Incorporated in England number: 3233275

VAT number: 682 2544 28

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