Have you ever thought about ISA Investing, or more specifically, Stocks & Shares ISA investing? This can be a great way to build wealth over the longer term.
Entries by Philip J Milton & Company Plc
Savers over-taxed since Pension freedoms
Job Opportunities
Following the absorption of the clients and funds from Organic Investment Management Plc, it is opportune to note that we are looking to take on new staff to assist our endeavours! We may well select new staff to fulfil roles such as:- administration assistant, paraplanners/trainee advisers and senior secretarial staff.
Global Income
According to a report by Janus Henderson, global dividends for companies broached the highest ever level last year at £1.1trillion, up 8.5% on the previous year. We welcome this. What we think the global investment industry must do however, is much more to dispel the perceived fear of capital risk to investors without acknowledging the benefits of having at least some of your money in shares and which do produce income.
Social Media Users fall Victim to Investment Fraud
One Social Media Platform in particular is being warned of investment scams being promoted on their sites with victims losing a total of £3 million since October 2018. Action Fraud issued the warning, after receiving 356 reports of fraud targeting Instagram Users, reporting the average loss to be £8,900.
Planning for your Future
Good News
It is a pleasure to share some good news for a change. Yes, the markets have stabilised and indeed moved forward usefully and it seems that the opposite of ‘death by a thousand cuts’ has been happening – a virtuous circle of regular and gradual upticks in valuations but what a difference just a few weeks make.
Later life planning, have you planned for it?
As we gradually age, become more wiser and enjoy a well earned rest from working, our attention turns to later life and how to ensure we receive appropriate support and care should it be required. According to Alzheimer’s Research UK’s 2015 analysis report 1 in 3 people born in the UK from 2015 will develop dementia, which is a worrying statistic.
Have You Made The Most Of Your Tax Allowances?
The tax year end is fast approaching and you only have until 5 April to make the most of your allowances in the current year before they are lost. If you have not yet considered investing in an ISA, maximising Pension contributions or made use of your Personal Allowance and Capital Gains Tax Allowance, now is the time to do so before it is too late.