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
    • Portfolio & Benchmark Returns
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us

  • 24th February 2023 24th February 2023 By Philip J Milton & Company Plc
  • Weekly Columns

It’s never too early to save for the next generation


With fears about the cost of living and the potential worry of how your children or grandchildren might secure a foot on the property ladder, it is never too early to start saving for the next generation. Traditionally it was to start a savings account and pay a bit in regularly but there are a...

  • 23rd February 2023 24th February 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Spring investments


Spring is in the air! It’s really lovely to see the days drawing-out and some sunshine back. Snowdrops have been lovely this year and the daffodils and other bulbs will be out soon. It’s a year now since Russia invaded Ukraine and we can but hope and pray that something resolves soon over that...

  • 14th February 2023 14th February 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Careful investment and risk


How awful the recent earthquake in Turkey and Syria is. Our prayers and hopefully support go out to those devastated communities not only facing what they have lost but also at a bitterly cold part of the year and for Syria, already reeling from the Civil War there and not recovered.   So...

  • 8th February 2023 14th February 2023 By Philip J Milton & Company Plc
  • Weekly Columns
Time is running out as the Capital Gains Tax window is almost closed

Capital Gains Tax window is almost closed


Time is running out for anyone who wants to make use of the current £12,300 Capital Gains Tax allowance before it plummets to £6,000 at the start of the new tax year this April and then to just £3,000 from April 2024. CGT is a tax on the profit a person makes when they sell...

  • 3rd February 2023 3rd February 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Important Update RE: Blue Planet Investment Trust Plc


It really is quite unbelievable and wholly unacceptable and how ‘it’ has been allowed to do what it has done like this


  • 2nd February 2023 2nd February 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Pensions, death and taxes


We hear that death levels are elevated at the moment – please stay safe.

Recent Posts
  • Milton News – Spring 2025
  • Crisis, what crisis? All good here!
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  • ISA reform looks likely – but no details as yet!
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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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