North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Our Mission Statement
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us

Will pensions ‘political football’ stay on the pitch?


  • 26th April 2023 17th May 2023 By Philip J Milton & Company Plc
  • Weekly Columns
The removal of the lifetime allowance (LTA) from pensions in the Spring Budget was widely welcomed by most independent financial advisers (IFAs), but recent research has shown that many believe it will not last. A survey by Standard Life has shown that more than two thirds (69%) of IFAs think that planning around the LTA...

UK stock market is one of the best for dividends


  • 19th April 2023 19th April 2023 By Philip J Milton & Company Plc
  • Weekly Columns
Despite the cost of living crisis, high interest rates and ongoing uncertainty, 2023 looks set to be the 'year of the dividends' for investors and in that regard the UK remains one of the best-valued markets around. A recent study of markets by Evelyn Partners said the firm was expecting investors to seek securities yielding...

Would you remove your own appendix to ‘save money’?


  • 12th April 2023 19th April 2023 By Philip J Milton & Company Plc
  • Weekly Columns
Would you begin dismantling your household pipes without knowledge to find a leak or would you call a plumber? Would you remove your own appendix with just a scalpel and a little alcohol, knowing roughly where it was and not having a clue what was connected to it or any hidden dangers? It is...

What is the cost of retirement?


  • 8th March 2023 8th March 2023 By Philip J Milton & Company Plc
  • Weekly Columns
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...

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


  • 24th February 2023 24th February 2023 By Philip J Milton & Company Plc
  • Weekly Columns
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...

Capital Gains Tax window is almost closed


  • 8th February 2023 14th February 2023 By Philip J Milton & Company Plc
  • Weekly Columns
Time is running out as the 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...

What does the Autumn Statement mean?


  • 23rd November 2022 23rd November 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Palace of Westminster at sunt set
The markets have been steady following the Chancellor’s Autumn Statement, which came as no great surprise in its bid to tighten belts and curb public debt. The Pound did see a slight dip but has remained firm otherwise and that was more to do with what the Dollar was doing than the Pound itself. The budget...

Seeking out those elusive lost pension pots


  • 18th November 2022 18th November 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Somewhere out there is almost £27billion in ‘lost’ pension pots, according to a recent report. The Times tells us there are 2.8 million ‘missing’ pots out there which highlights the difficulties savers can often face keeping track of what they hold. The startling numbers are based on a report from the Pensions Policy Institute, an industry...

What do rising interest rates mean for savers and mortgage seekers?


  • 9th November 2022 18th November 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Interest rates have risen to 3%, the highest rate in 14 years and the subject dominating the headlines this week. On the surface it appears to be good news for savers and bad news for many people with mortgages, especially if their fixed term rate deal is set to expire and they need to go...

May the new Prime Minister bring stable markets


  • 28th October 2022 28th October 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Let’s hope we can look forward to a little stability under new Prime Minister Rishi Sunak – initial reports at the time of writing on Monday suggested the markets had responded well, Sterling was up and Gilt yields were lower. Time will tell of course and Mr Sunak has a very large task ahead of...
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Risk Warning

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Business Buy to Let Mortgages, Taxation & Accountancy, Probate Administration and Will Writing.

 

Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

 

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Philip J Milton & Company Plc

Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

Authorised and regulated by the Financial Conduct Authority. Reference: 181768.

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