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

Woodford Investment Management


  • 28th October 2019 28th October 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Perhaps that is acceptable as these things can happen even to the most reputable of funds or groups I guess. However, here are a few points which might warrant consideration.

Inheritance Tax Planning


  • 24th October 2019 24th October 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Inheritance Tax (IHT) planning is one aspect of financial planning that is often neglected, which can, in many instances, be a very costly error of judgement.

Teaching Financial Advice for the future


  • 18th October 2019 21st October 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Only 52% of children aged between 7-11 years old have received or learnt about some aspects of financial education in schools.

Investment Trusts in the News Again


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

We have been buying the quoted Investment Trust – Patient Capital – from which the Group has also been sacked as manager.

Are you Adequately Insured?


  • 11th October 2019 11th November 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Many take out life assurance to protect their families and loved ones from financial loss in the event of their deaths, especially if they have mortgages.

Brexit Uncertainties


  • 11th October 2019 11th October 2019 By Philip J Milton & Company Plc
  • Philip's Comments

Curiously on the stockmarket front, things generally have been very sanguine overall. There have been continuing outflows of funds as investors have chosen to withdraw and build cash balances but despite some torrid political events

The Importance of LPOA


  • 7th October 2019 7th October 2019 By Philip J Milton & Company Plc
  • Weekly Columns

Many people know the importance of making a Will but, whilst a Will directs how your affairs are to be handled following deat

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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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