higher rate tax Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/higher-rate-tax/ North Devon's Leading Wealth Managers Wed, 25 Sep 2024 12:33:42 +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 higher rate tax Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/higher-rate-tax/ 32 32 Our 39th anniversary as a wealth manager https://www.miltonpj.net/2024/09/13/philip-j-milton-and-co-39th-anniversary/ Fri, 13 Sep 2024 11:18:36 +0000 https://www.miltonpj.net/?p=11354 Well, the years rush past… August marked the Firm’s 39th anniversary. From a lowly beginning to becoming one of the largest independent financial advisory and wealth management firms in the area and now discretionarily managing over £1/4billion, we trust with a reputation to reflect that success for itself, its staff and most importantly for all […]

The post Our 39th anniversary as a wealth manager appeared first on Philip J Milton & Company Plc.

]]> Don’t get fined if you have to complete a tax return this year https://www.miltonpj.net/2024/09/04/more-people-facing-self-assessment-tax-returns/ Wed, 04 Sep 2024 09:00:00 +0000 https://www.miltonpj.net/?p=11378 Self-assessment Tax Returns are a pain for the self-employed and increasingly for many modest investors who may not have realised they need to complete one – with many more fines being issued as a result. A Freedom of Information (FOI) request from City platform AJ Bell notes has found that 3.6million people are due to […]

The post Don’t get fined if you have to complete a tax return this year appeared first on Philip J Milton & Company Plc.

]]> Sterling effort, investment and taxes https://www.miltonpj.net/2024/08/30/sterling-strong-against-dollar-investment/ Fri, 30 Aug 2024 15:45:37 +0000 https://www.miltonpj.net/?p=11340 The US Dollar’s the lowest against Sterling since April 2022. That’s a 20% ascent for Sterling since the Sept 2022 low. It has been weaker these last few weeks as it is expected that interest rates will be cut even though US inflation readings are mixed. Currency volatility can work for you or against you […]

The post Sterling effort, investment and taxes appeared first on Philip J Milton & Company Plc.

]]> US tech, justice and taxes https://www.miltonpj.net/2024/07/24/vote-us-tech-and-taxes/ Wed, 24 Jul 2024 13:35:05 +0000 https://www.miltonpj.net/?p=11301 Just two weeks after the Election and avoiding politics altogether this time, I shall neither labour any points or be too liberal with my commentary on markets and tax-planning. You may think that I am unable to reform my approach, though I hope that the style of writing does not treat you as green around […]

The post US tech, justice and taxes appeared first on Philip J Milton & Company Plc.

]]> Election results https://www.miltonpj.net/2024/07/05/election-results-good-luck-to-the-new-government/ Fri, 05 Jul 2024 21:10:28 +0000 https://www.miltonpj.net/?p=11293 I realise this is hot on the heels of the last missive (it’s a short one!) but whatever your politics, I offer my hearty congratulations to Sir Keir Starmer on his success yesterday. The outcome is very decisive and we wish him and all of his soon-to-be-assembled team all the very best in managing our […]

The post Election results appeared first on Philip J Milton & Company Plc.

]]> Election Eve looms https://www.miltonpj.net/2024/07/03/election-eve-looms-what-will-the-effects-be/ Wed, 03 Jul 2024 17:55:03 +0000 https://www.miltonpj.net/?p=11284 Well, we are almost there. Have you cast your vote yet (by post)…? Election Day is tomorrow and if you have an unused postal vote, you can still take it to your polling station and hand-in the envelope. However, first, to cheer you up and to change the subject, next Christmas is now nearer than […]

The post Election Eve looms appeared first on Philip J Milton & Company Plc.

]]> UK rise and Nvidia flying dangerously? https://www.miltonpj.net/2024/06/28/uk-market-push-nvidia-rise-bubble-fears/ Fri, 28 Jun 2024 13:11:37 +0000 https://www.miltonpj.net/?p=11276 So after a useful catch-up, the UK market has pushed past France to regain top spot in European markets in capitalisation terms. That is also partly following the poorly-received election announcement by M. Macron. However, it should never have lost its status… Inflation comes back-in to descend to the Prime Minister’s target of 2% (well […]

The post UK rise and Nvidia flying dangerously? appeared first on Philip J Milton & Company Plc.

]]> 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.

]]> 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.

]]>