Entries by Philip J Milton & Company Plc
Don’t put pension planning on the back burner
Assurances have been made that the State Pension age is ‘unlikely’ to rise to 68 years-old but the ongoing speculation does bring into focus the need to have a clear understanding of the issues and to plan for retirement.
The current age is 66 and the Work and Pensions Secretary recently said in parliament it...
Investment returns and falls
North Devon Business Awards
We were delighted to be the main sponsor again for Business Action’s North Devon Business Awards. Well done to Rob Zarywacz and team for a great event and all that volunteer help in assimilating all the applicants and judging them too.
Every applicant was a worthy contender but well done to those...
Do you fall into the 60% tax trap?
Higher earners are being warned not to fall foul of the ‘60% tax trap’ that could eat significantly and perhaps unnecessarily into their earnings.
This will not affect everyone, of course, but as of April, the additional rate tax threshold for income tax was reduced from £150,000 to £125,140, dragging more people into the higher...
Welcoming three new directors to PJM & Co
You’ll forgive I hope another missive so soon after the last one but we really wanted to share some good news with you as we have added a wealth of experience to our senior management team with the addition of three new directors.
Philip J Milton and Company Plc has welcomed two highly respected figures...
Planning ahead: Money changes still to come in 2023
What else is likely to happen in the months ahead to affect your outgoings and money matters, especially with costs continuing to increase, at least in the short term?
London-based newspaper Metro has undertaken an interesting exercise looking at possible changes to household bills still to come in the rest of this year.
Most are fairly...
Good news and a wind up
It is pleasing to report that the markets have decided to turn upwards slightly after a bit of a savaging as a result of the latest banking crisis. Unwatched by many (as few investors have had much exposure) the Japanese market has quietly been rising too, attracting overseas’ funds and companies there to buy...
Investment psychology and trusts
Albeit a little belated, I hope you had an enjoyable Coronation weekend. Whatever your views on the process, no other country in the world can replicate what we can produce so all applause to the thousands involved in whatever way they achieved such a successful event - and a restful holiday weekend, I trust...
When will the State Pension age go up?
News the state pension age is unlikely to rise to 68 will be welcome for those seeking to banish uncertainty from their retirement plans.
A week is a long time in politics, let alone 17 years, but the Work and Pensions Secretary Mel Stride has said it is likely to be ‘2040 or thereabouts’.
He said...
