Entries by Philip J Milton & Company Plc
Please think twice and don’t become a scam victim
There is more to being a wealth management service than looking after clients’ pension pots or seeking good investment opportunities on their behalf.
Many times over the years we have been in business, we have found that we are a crucial barrier to our clients being scammed.
‘Of course that won’t be me!’ exclaims the reader,...
The politics of investment?
So the Dow Jones pushed up again, breaching 40,000 and almost double its March 2020 pandemic low. At the depth of the financial crisis in 2009, it was 7,062. Still, you know my sentiments in the short-term here... what possibly could go wrong over there?
How are investments similar to politics?
Well, here’s one. Over the...
General Election issues for the markets?
A General Election looms! So the Dow Jones has pushed higher again, breaching 40,000 and almost double its March 2020 pandemic low. At the depth of the financial crisis in 2009, it was 7,062. Still, you know my sentiments in the short-term here... what possibly could go wrong over there?
The UK has been pushing...
Can you manage your own investments?
Can you manage your own investments?
Fortune’s coin has flipped
Hasn’t it been lovely to actually have some real spring weather for a change! The Garden is looking lovely, with clematis, azaleas and wisteria either in bloom or soon, complemented by apple blossom, early bedding plants and the grass in otherwise muddy areas finally showing signs of recovery, from such a wet start to...
Why do some pension transfers take so long? Blame the ‘sludge’!
Clients often come to us wishing to transfer pension funds from previous employment into one consolidated pot so they can better manage their retirement fund – but the process can at times be a long one due to ‘red tape’.
Anti-scam regulations – quite rightly there to protect people – can slow the transfer down...
Markets, investments and taxes
Good afternoon. Well, the UK market is progressing comfortably whilst the US has slipped-back. Our clients’ 5 April reports will be landing on door mats imminently and it is pleasing to note that generally gentle progress has continued since then.
BHP makes an audacious bid for UK-quoted Anglo American, owner of DeBeers amongst other mining...
Inheritance Tax revenue soars – but will it affect you?
The last financial year saw a record £7.5billion collected in Inheritance Tax (IHT) – and it is predicted to hit £10bn by the end of the decade.
The numbers from HM Revenue and Customs (HMRC) has shown that IHT receipts increased by £400m year-on-year, after £7.1bn was collected in 2022/23.
This really should come as no...