2022 Archives - Philip J Milton & Company Plc

Businessman hands around a crystal ball with 'future' written on it

What is it we actually do?

Some industries appear shrouded in mystery to the public at large and ‘what is it you actually do?’ is a common question we hear as a chartered wealth management company – as no doubt do many others in various professions. We offer various services, but the biggest by some margin is looking after the wealth...

Blue Planet Investment Trust letter – don’t worry

A number of clients have received an astonishing letter from Blue Planet Investment Trust today. I wanted to assure clients that they have to do nothing as a consequence of its receipt but I shall be sending a full letter to everyone next week. There is absolutely no ‘urgency’ to do anything and all...

Queen's Coronation footstoll replica and memorabilia

Happy 70th anniversary Your Majesty

The nation will be celebrating the Platinum Jubilee of Queen Elizabeth II from tomorrow (Thursday) with a four-day bank holiday weekend so we thought it might be interesting to compare the financial situation in the 70 years between then and now. Her Majesty actually ascended the throne on 6 February 1952 but did not wish...

Tech worm takes a bite of Apple as market volatility continues

Downside volatility continues and the biggest and previously brightest names are the most afflicted. Apple has fallen and now overtaken again by Saudi Arabia’s Aramco Oil as the biggest global company (and its profits surged over 80% in the last quarter).Perhaps Apple and its owners are being reminded of Sir Isaac Newton’s gravity lessons....

Wobbling markets and avoid the inheritance trap

The markets are deciding to have yet another wobble. The tech-based Nasdaq is now down 25% from its high and all those relying upon its major components for their cheap global tracker funds are beginning to realise that that’s not such a good idea after all when ‘all’ the tech stocks unravel so significantly...

High tide for overinflated tech bubble?

I shall make a prediction now. Elon Musk’s bid for Twitter may well be looked-back-upon as the pinnacle of the excesses of the ‘tech’ bubble (and after the Nasdaq indices have suffered their worst ever month). Of course, as usual it will only be time which tells but we are still enjoying seriously cheap...

It’s never too late – until it is

Sadly, we all die. Some leave their financial affairs in an organised state, but most don’t and some are in an atrocious condition. This causes awful troubles and stresses for their nearest and dearest and if the wrong sort of professional executor is engaged, it can cost an arm and a leg to resolve...

Economy chokes on the ‘pig’ of inflation

There is a colossal ‘pig in the python’ at the moment as the UK is experiencing its highest rate of inflation in 30 years. The Office for National Statistics has announced that rates rose to seven per cent in March, leaving households faced with increased prices for food, fuel, energy bills – pretty much everything. Unfortunately,...

Accountant panicking behind pile of paper

The tax year is over! And why you really need good advice

Well, April 5 has happened and year-end investment reports will be produced now. We were manically busy in the run-up to the tax-year end but some people still missed the deadlines for Pensions and ISAs, people who are really in the ‘must use’ camp. We do try!We also had considerable funds ready for applications...

Energy price hike – what can you do?

Anxious energy customers crashed the websites of major suppliers on Thursday as they rushed to avoid a huge price hike. Those on variable direct debits had been urged by money experts to take a meter reading on March 31 during what has been coined as ‘National Meter Reading Day’. This is because the energy price cap...

What is it we actually do?

Blue Planet Investment Trust letter – don’t worry

Happy 70th anniversary Your Majesty

Wobbling markets and avoid the inheritance trap

High tide for overinflated tech bubble?

It’s never too late – until it is

Economy chokes on the ‘pig’ of inflation

The tax year is over! And why you really need good advice

Energy price hike – what can you do?

Risk Warning

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Philip J Milton & Company Plc

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