Do you have a Will in place? If so, when was the last time you looked at it? A survey produced in January 2018 based on 2,000 people by Macmillian Cancer Support has revealed that among over 55’s, 42% of people do not hold a W
Entries by Philip J Milton & Company Plc
The Chartered Insurance Institute (CII) has once again awarded the prestigious ‘Chartered Financial Planners’ title to Philip J Milton & Company Plc, North Devon’s leading wealth management and financial advisory firm. This follows a rigorous, challenging and time-consuming renewal process!
Chartered Financial Planner Felix Milton of Philip J Milton & Company Plc discusses Buy to Let Property on the Voice FM with Martin King.
do try our hardest to be responsive and prove that our clients’ needs are our best interests. We are not perfect but we give our best and believe we have instilled this within our staff too as long-term ethics and professionalism, albeit with a mantra that ‘however good we do something we can always try to do it better’.
Recent research by Fidelity has found that whilst those who work for employers are beginning to feel the benefits of the Government auto-enrolment scheme, self-employed people are getting left behind when it comes to pensions and savings.
Figures published by the Office for National Statistics confirmed one in six (17%) pensioners in the UK are surviving on the State Pension alone.
If we are not careful we tend to be somewhat glib about market conditions. Remember how horrible things looked in mid-December?
A small North Devon charity, Flying Fish Artists that supports people who have experienced mental health issues by using art as a means of therapy, has received a much welcome funding boost from a local business. We have awarded a grant of £2,100 from our fund administered by Devon Community Foundation.
nheritance tax (IHT) receipts increased by £165million last month, according to HMRC’s latest data. In the month of March 2019 IHT receipts accounted for £537million, up from £372million in February 2019, showing a growth of 44 per cent.
Dividends are a form of income generally paid from the profits a company makes. Dividends paid to holders of UK shares jumped to a record high in the first three months of the year, rising 15.7% to £19.7 billion.