Entries by Philip J Milton & Company Plc
New Year greetings and 2024 review
Christmas greetings and market movements
Don’t be a superstitious pigeon when it comes to investing
It’s probably fair to say that many of us have ‘superstitions’ that govern our actions, at least on a superficial level and it was demonstrated in pigeons in the last century!
For example, this could be wearing a ‘lucky shirt’ on game day for those who play various sports or perhaps weddings, which are rife...
Hold fire on pensions Inheritance Tax decision for now…
Reforms announced in the Budget to include unused pensions in Inheritance Tax from 2027 have rightly prompted concern and fears for those planning how to pass on their estate to their family – but don’t do anything rash just yet!
This is because HMRC is running a consultation on these proposals until January 22, 2025...
A pre-Christmas snapshot of the economy and markets
Well, whilst I anticipate another eshot just before the festivities, it seems apt to wish everyone a very Happy Christmas season, celebrations and relaxing times. The new government will be looking forward to some rest and apt navel gazing over the break.
I am sure we shall all be wondering what might ensue from Syria...
Record global dividends but is UK honeymoon over?
Good news that global dividends paid to investors hit a new record in the third quarter. This was $431billion according to Janus Henderson’s latest research, with 88% of companies increasing or holding their payout rates (84% in the UK, though the overall rate dropped in fact, as miners cut their special dividends from before).
Dividends...
One million over 45s ‘have no savings’
It’s scary but not really surprising that a recent survey has found more than one million people aged 45 and over have absolutely no cash savings as they head towards retirement.
The survey by not-for-profit organisation Fair4All Finance of 3,101 financially vulnerable people found that 37% had no savings at all, a 14% increase in...
What will Inheritance Tax changes mean for farmers and the rest of us?
Farming is a huge part of life for many here in North Devon and there is growing concern at the Government’s decision to change Inheritance Tax rules for farmers (and others in business).
Shortly we shall be writing to clients to clarify some of the changes in the recent Budget from Chancellor Rachel Reeves and...
Top 100 firms accolade and buyer’s remorse…
We are delighted and very humbled to have been placed once again in the Citywire Top 100 Financial Advisers list for 2024.
The well-respected online news, advice and analysis platform for those in the asset management and wealth industry publishes its Top 100 list annually and says it ‘celebrates the best of the professional financial...