July 2024 - Philip J Milton & Company Plc

US tech, justice and taxes

Just two weeks after the Election and avoiding politics altogether this time, I shall neither labour any points or be too liberal with my commentary on markets and tax-planning. You may think that I am unable to reform my approach, though I hope that the style of writing does not treat you as green...

The King’s speech and ‘pensions shake-up’

It’s some three weeks since the election and the new Government has unveiled a raft of measures in its first King’s speech, including some wide-ranging changes to pensions. The Pension Schemes Bill is being hailed as a win for savers with an estimate it could put an extra £11,000 into retirement pots. In short, workplace pension...

Where there’s a Will – make sure it’s done the right way

Disputes over the validity of Wills and quarrels over the inheritance of estates are as old as the hills and no doubt ancient civilisations had very similar problems – though their solution was probably somewhat blunter than we are used to! We’ve visited the topic before, but it was an eye opener recently to hear...

Election results

I realise this is hot on the heels of the last missive (it’s a short one!) but whatever your politics, I offer my hearty congratulations to Sir Keir Starmer on his success yesterday. The outcome is very decisive and we wish him and all of his soon-to-be-assembled team all the very best in managing...

Election Eve looms

Well, we are almost there. Have you cast your vote yet (by post)...? Election Day is tomorrow and if you have an unused postal vote, you can still take it to your polling station and hand-in the envelope. However, first, to cheer you up and to change the subject, next Christmas is now nearer than...

Regulation is well-intended but is it pushing some advisors to the brink?

People do not necessarily consider financial services from the other side of the desk – and of course, why should they? They turn up at the office of an Independent Financial Adviser (IFA) seeking advice and answers for their specific situation. But we thought it might be helpful to share some insights into the effects...

US tech, justice and taxes

The King’s speech and ‘pensions shake-up’

Where there’s a Will – make sure it’s done the right way

Election results

Election Eve looms

Regulation is well-intended but is it pushing some advisors to the brink?

Risk Warning

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Philip J Milton & Company Plc

Financial Ombudsman Service