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

Passing on Wealth


  • 29th August 2019 29th August 2019 By Philip J Milton & Company Plc
  • Weekly Columns

With the pension reforms, accessing benefits flexibly has been one method that retirees are using to assist their children, although careful consideration should be given to ensure you have sufficient assets remaining for your own needs, especially if long term care could be an issue in the future. This method could also give rise to a tax liability depending on the amount withdrawn.

Market Value – The UK


  • 23rd August 2019 15th July 2020 By Philip J Milton & Company Plc
  • Philip's Comments

I have touched upon personal vulnerability before. It is a subject close to our hearts for clients. The conviction of the Church Warden over the killing of a vulnerable elderly man after first ensuring his Will had been changed in his favour, as well as defrauding an elderly woman (and potentially others) reminded us that we all need to be vigilant

Advice Flight


  • 23rd August 2019 23rd August 2019 By Philip J Milton & Company Plc
  • Weekly Columns

When the advisers surveyed were asked the minimum amount of assets required to make it viable to take on a client, only 16% said they would take on a client with less than £100,000, down from half of advisers in 2014. In reality, this means around one third of advisers have left the sub £100,000 client market in just five years.

Stock Market Yields


  • 19th August 2019 19th August 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Although Brexit is still not finalised and we have experienced some volatility as a result of the uncertainty, the UK stock market is currently yielding over 4% per annum, an absolute level of yield rarely seen outside of recessions and historically predicts a ten year boom! This suggests that much of the gloom surrounding no-deal is already reflected in share prices.

UK Value


  • 13th August 2019 13th August 2019 By Philip J Milton & Company Plc
  • Philip's Comments

With Sterling so low and prospects for the UK being so unsettled because of the Brexit situation that the opportunities for corporate takeover are very high.

Debt levels among retirees rise


  • 12th August 2019 13th August 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Report shows that for the over-65s, the total value of debt held amounted to £91billion in 2019, compared to £86billion in 2018

The European Dream


  • 5th August 2019 5th August 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Well here we are, with a new Government and the most ever Cabinet changes in a sitting party of power for sixty years. Whatever your views on Boris, I have optimism that going forwards

The risk of Passive Investing


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

f the total assets invested in US Mutual funds, 40% is invested in passive funds, up from 37.4% a year ago.

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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.

 

Our Privacy Notice can be found here  – https://www.miltonpj.net/privacy-policy/

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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

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