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
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us
  • 26th April 2023 17th May 2023 By Philip J Milton & Company Plc
  • Weekly Columns

Will pensions ‘political football’ stay on the pitch?

The removal of the lifetime allowance (LTA) from pensions in the Spring Budget was widely welcomed by most independent financial advisers (IFAs), but recent research has shown that many believe it will not last. A survey by Standard Life has shown that more than two thirds (69%) of IFAs think that planning around the LTA...
  • 24th April 2023 24th April 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Investment opportunities and trends

You will recall the special opportunities I mentioned recently in several Investment Trusts? Triple Point Social Housing has been reading my missives. It has announced a small buy-back to cancel up to £5million of its shares at these seriously deep discounts and that has floated many of the similar boats. We don’t have that...
  • 19th April 2023 19th April 2023 By Philip J Milton & Company Plc
  • Weekly Columns

UK stock market is one of the best for dividends

Despite the cost of living crisis, high interest rates and ongoing uncertainty, 2023 looks set to be the 'year of the dividends' for investors and in that regard the UK remains one of the best-valued markets around. A recent study of markets by Evelyn Partners said the firm was expecting investors to seek securities yielding...
  • 12th April 2023 19th April 2023 By Philip J Milton & Company Plc
  • Weekly Columns

Would you remove your own appendix to ‘save money’?

Would you begin dismantling your household pipes without knowledge to find a leak or would you call a plumber? Would you remove your own appendix with just a scalpel and a little alcohol, knowing roughly where it was and not having a clue what was connected to it or any hidden dangers? It is...
  • 8th April 2023 8th April 2023 By Philip J Milton & Company Plc
  • Philip's Comments

Happy Easter, good news and why you should avoid crypto

I wasn’t going to write so soon but the weather is changing, the spring sun is shining and well, after a rather grim few months I wanted to wish everyone a very Happy Easter! The word originated from the pagan goddess for spring, Ēostre but it reflects new life springing forth and the symbolism...
Recent Posts
  • Sterling effort, investment and taxes
  • The simmering stock market pot subsides
  • This too shall pass – market volatility is no need to panic
  • UK shares, Budget and what’s next?
  • US tech, justice and taxes
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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.

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