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

Careers


  • 28th August 2020 28th August 2020 By Philip J Milton & Company Plc
  • Philip's Comments

Time to revisit our approach to jobs?

Inheritance Tax (IHT)


  • 24th August 2020 24th August 2020 By Philip J Milton & Company Plc
  • Weekly Columns

This is the tax which larger estates pay on death at the eye watering rate of 40%. We have now written hundreds, nay into the thousands of Wills

Investment Oddity


  • 18th August 2020 19th August 2020 By Philip J Milton & Company Plc
  • Weekly Columns

So, we started buying into a large and well diversified Commercial Property Real Estate Investment Trust.

Abundance Of Opportunities


  • 14th August 2020 14th August 2020 By Philip J Milton & Company Plc
  • Philip's Comments

There is an abundance of excellent opportunities out there to buy at the moment!

We’re running-out of money


  • 12th August 2020 12th August 2020 By Philip J Milton & Company Plc
  • Philip's Comments

Well, thirty-five years ago this month I was sitting in the small upstairs’ office in my parents’ home with my sister on a Youth Training Scheme engagement thinking ‘what on earth have I done?’

What Values Emotions?


  • 11th August 2020 19th August 2020 By Philip J Milton & Company Plc
  • Weekly Columns

Most people do not realise that their perception of risk changes according to a whole raft of factors. If asked independently of ‘anything’

Investment Universe


  • 5th August 2020 5th August 2020 By Philip J Milton & Company Plc
  • Philip's Comments

Recently we have been helping a client transfer to a leading alternative investment platform to consolidate his assets.

Death Tax Receipts Fall


  • 4th August 2020 4th August 2020 By Philip J Milton & Company Plc
  • Weekly Columns

Inheritance tax (IHT) receipts fell for the first time in a decade in the 2019/20 tax year, new Treasury figures have shown.

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.

 

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

VAT number: 682 2544 28

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