Philip J Milton & Company Plc, Author at Philip J Milton & Company Plc

Entries by Philip J Milton & Company Plc

It’s never too early to save for the next generation

With fears about the cost of living and the potential worry of how your children or grandchildren might secure a foot on the property ladder, it is never too early to start saving for the next generation. Traditionally it was to start a savings account and pay a bit in regularly but there are a...

Spring investments

Spring is in the air! It’s really lovely to see the days drawing-out and some sunshine back. Snowdrops have been lovely this year and the daffodils and other bulbs will be out soon. It’s a year now since Russia invaded Ukraine and we can but hope and pray that something resolves soon over that...

Careful investment and risk

How awful the recent earthquake in Turkey and Syria is. Our prayers and hopefully support go out to those devastated communities not only facing what they have lost but also at a bitterly cold part of the year and for Syria, already reeling from the Civil War there and not recovered. So...

Capital Gains Tax window is almost closed

Time is running out for anyone who wants to make use of the current £12,300 Capital Gains Tax allowance before it plummets to £6,000 at the start of the new tax year this April and then to just £3,000 from April 2024. CGT is a tax on the profit a person makes when they sell...

Important Update RE: Blue Planet Investment Trust Plc

It really is quite unbelievable and wholly unacceptable and how ‘it’ has been allowed to do what it has done like this

Pensions, death and taxes

We hear that death levels are elevated at the moment – please stay safe.

New Year rally

Well, welcome to the highest ever levels for the FTSE100, what a pleasant ‘Father Christmas’ (well New Year) rally. The thing is, our market isn’t dear so the levels are nothing about which to be worried either. The same week also saw not the Bank of England Governor’s wish (he said wrongly in public...

We’ve done better than most for our clients

Good day! Isn’t it nice to see the days draw-out already! Despite rain and the storms, spring and summer are coming!In the 3 Jan Financial Times the headline read ‘Wealth Industry battles one of the worst years for a century’. How did we fare? It noted a ‘double-digit drop in stocks and bonds’...

Community, coffee and panto!

Apologies for such a rapid next eshot but this is something rather different. We’d like to introduce two special community events which we hope will encourage people to get out and about a bit, socialise with others and enjoy a little bit of chat and laughter. I do hope at some point in the...

New Year reflections: Looking ahead and a tip

Well, a Happy New Year to you and let us trust a more prosperous one too! I hope that you have had a good and comfortable Christmas time. It wasn’t so cold though the rain seems to have arrived with a vengeance now. We've been very fortunate compared to those in North America. It...

Entries by Philip J Milton & Company Plc

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

Pensions, death and taxes

New Year rally

We’ve done better than most for our clients

Community, coffee and panto!

New Year reflections: Looking ahead and a tip

Risk Warning

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Philip J Milton & Company Plc

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