Entries by Philip J Milton & Company Plc
Accreditation, investments & good news
The Association of Investment Companies has introduced a new form of accreditation for advisers. It is training which explains how investment companies quoted on the markets differ from their ‘open-ended’ brethren which most investors are sold and explains the advantages and possible disadvantages. AIC launches Investment Company Accreditation In its first week,...
What is the cost of retirement?
Have you considered how you will manage when you retire? Unfortunately, many people don’t and a recent study has shown the amount needed to have a ‘comfortable’ retirement is increasing.
According to data from the Pensions and Lifetime Savings Association, the minimum cost of retirement is up by about 20% from 2021 to 2022.
That means...
UK tax boost and healthy investments
So we’re told the Chancellor had £31billion more in tax receipts in January than he expected. So much for forecasts… who’d like to forecast how many forecasters predicted that? It may be very controversial to say so, but Liz Truss and Kwazi Kwarteng were the closest but that’s another story (and their problem was...
It’s never too early to save for the next generation
Spring investments
Careful investment and risk
Capital Gains Tax window is almost closed
Important Update RE: Blue Planet Investment Trust Plc
