cost of living Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/cost-of-living/ North Devon's Leading Wealth Managers Sat, 15 Jun 2024 10:32:35 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png cost of living Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/cost-of-living/ 32 32 Market rises and speculation https://www.miltonpj.net/2024/06/15/market-rises-and-speculation/ Sat, 15 Jun 2024 10:32:31 +0000 https://www.miltonpj.net/?p=11266 So I was premature last time – Nvidia is now ‘worth’ more than Apple. Are the lunatics running the asylum, as speculative fervour has truly taken hold… there we are – the psychology of markets – I mean the masses? That’s not ‘investment’ – it’s sheer speculation, flows of money and the fear of missing […]

The post Market rises and speculation appeared first on Philip J Milton & Company Plc.

]]> The politics of investment? https://www.miltonpj.net/2024/06/07/the-politics-of-investment/ Fri, 07 Jun 2024 10:45:56 +0000 https://www.miltonpj.net/?p=11252 So the Dow Jones pushed up again, breaching 40,000 and almost double its March 2020 pandemic low. At the depth of the financial crisis in 2009, it was 7,062. Still, you know my sentiments in the short-term here… what possibly could go wrong over there? How are investments similar to politics? Well, here’s one. Over […]

The post The politics of investment? appeared first on Philip J Milton & Company Plc.

]]> General Election issues for the markets? https://www.miltonpj.net/2024/05/25/will-a-general-election-hit-the-markets/ Sat, 25 May 2024 14:55:27 +0000 https://www.miltonpj.net/?p=11186 A General Election looms! So the Dow Jones has pushed higher again, breaching 40,000 and almost double its March 2020 pandemic low. At the depth of the financial crisis in 2009, it was 7,062. Still, you know my sentiments in the short-term here… what possibly could go wrong over there? The UK has been pushing […]

The post General Election issues for the markets? appeared first on Philip J Milton & Company Plc.

]]> Fortune’s coin has flipped https://www.miltonpj.net/2024/05/14/coin-has-flipped-for-uk-markets/ Tue, 14 May 2024 13:24:38 +0000 https://www.miltonpj.net/?p=11176 Hasn’t it been lovely to actually have some real spring weather for a change! The Garden is looking lovely, with clematis, azaleas and wisteria either in bloom or soon, complemented by apple blossom, early bedding plants and the grass in otherwise muddy areas finally showing signs of recovery, from such a wet start to the […]

The post Fortune’s coin has flipped appeared first on Philip J Milton & Company Plc.

]]> Markets, investments and taxes https://www.miltonpj.net/2024/05/03/uk-markets-holding-against-us/ Fri, 03 May 2024 12:09:16 +0000 https://www.miltonpj.net/?p=11155 Good afternoon. Well, the UK market is progressing comfortably whilst the US has slipped-back. Our clients’ 5 April reports will be landing on door mats imminently and it is pleasing to note that generally gentle progress has continued since then. BHP makes an audacious bid for UK-quoted Anglo American, owner of DeBeers amongst other mining […]

The post Markets, investments and taxes appeared first on Philip J Milton & Company Plc.

]]> Inheritance Tax revenue soars – but will it affect you? https://www.miltonpj.net/2024/05/01/will-you-be-affected-by-inheritance-tax/ Wed, 01 May 2024 12:21:23 +0000 https://www.miltonpj.net/?p=11166 The last financial year saw a record £7.5billion collected in Inheritance Tax (IHT) – and it is predicted to hit £10bn by the end of the decade. The numbers from HM Revenue and Customs (HMRC) has shown that IHT receipts increased by £400m year-on-year, after £7.1bn was collected in 2022/23. This really should come as […]

The post Inheritance Tax revenue soars – but will it affect you? appeared first on Philip J Milton & Company Plc.

]]> Markets rebound despite Middle East troubles https://www.miltonpj.net/2024/04/26/markets-rebound-after-middle-east-tension/ Fri, 26 Apr 2024 09:44:00 +0000 https://www.miltonpj.net/?p=11146 The markets are hoping that Middle-Eastern concerns have not escalated and after initial worries, markets have rebounded and the oil price slipped-back again. Let us be hopeful that is a permanent state of affairs though the Israel Hostage and Palestine situation does not go away. The UK and the US have approved further sums for […]

The post Markets rebound despite Middle East troubles appeared first on Philip J Milton & Company Plc.

]]> Are your retirement finances what you hoped for? https://www.miltonpj.net/2024/04/17/retirement-finances-what-you-hope-for/ Wed, 17 Apr 2024 12:13:03 +0000 https://www.miltonpj.net/?p=11163 A recent survey has found ‘retirees’ have around £131,000 in pension savings – half of what they had hoped for. The research by Standard Life found that pensioners-to-be had aimed for at least £250,000 in their pension pot, but the actual amount meant they were some £480 a month worse off in retirement. The Firm’s […]

The post Are your retirement finances what you hoped for? appeared first on Philip J Milton & Company Plc.

]]> The new tax year – what are the market movers and shakers? https://www.miltonpj.net/2024/04/12/new-tax-year-2024-market-movers-and-shakers/ Fri, 12 Apr 2024 12:00:00 +0000 https://www.miltonpj.net/?p=11131 I hope that you have had a good Easter. Welcome to the new tax year, a time for opportunity to maximise your ISA and Pension allowances for example – better earlier than later! Watch-out too as the Taxman cometh if you have too much in dividends, interest or investment gains as the tax-free allowances are […]

The post The new tax year – what are the market movers and shakers? appeared first on Philip J Milton & Company Plc.

]]> A dubious watershed? https://www.miltonpj.net/2024/03/01/big-seven-now-dominate-us-stock-market/ Fri, 01 Mar 2024 13:32:48 +0000 https://www.miltonpj.net/?p=11082 So they have done it… the big seven US stocks have accounted for 75% of the gains of the whole US market this year, powered higher by Nvidia’s stunning results last Wednesday week. The biggest 10% count for 75% of the value of the whole market, the highest since the 1930s. That’s higher that the […]

The post A dubious watershed? appeared first on Philip J Milton & Company Plc.

]]>