Entries by Philip J Milton & Company Plc
Planning for IHT on pensions and should you be worried?
A great many anxious enquiries from clients have been generated by the Budget announcement that pensions would become subject to Inheritance Tax from 2027.
Join us for a brief toe-dip into the murky IHT waters and consider what options you may have – but please take advice first!
Independent Financial Advisers (IFAs) have been fielding numerous...
Trump inauguration and UK economy
Well, despite record low temperatures for a presidential inauguration so the event is moved inside, over here spring is in the air with new bird song, Albert the Peacock’s beautiful train almost complete, bulbs are showing and snow drops are emerging. Let us hope for good things to come and a great summer!
In the...
Portents and opportunities for 2025
Don’t be hasty! Taking stock after 2024
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...