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
  • 24th July 2024 24th July 2024 By Philip J Milton & Company Plc
  • Philip's Comments

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...
  • 5th July 2024 5th July 2024 By Philip J Milton & Company Plc
  • Philip's Comments

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...
  • 3rd July 2024 3rd July 2024 By Philip J Milton & Company Plc
  • Philip's Comments

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...
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.

 

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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