HMRC Archives - Philip J Milton & Company Plc

State Pension booster deadline is looming

Time is running out for anyone who wants to boost their State Pension by paying for any missing National Insurance years, Martin Lewis has warned. People aged between 40 and 73 have until just April 5 this year to plug any gaps in their NI payments by buying missing years going back to 2006. After the...

US tech, justice and taxes

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...

UK rise and Nvidia flying dangerously?

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...

Market rises and speculation

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...

The politics of investment?

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...

Markets, investments and taxes

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...

Two million ‘face debt’ after self-assessment tax returns

An unpleasant surprise often awaits people doing their self-assessment tax return for the first time – and a recent study shows many end up in debt as a result. The self-assessment deadline of January 31 is now past of course, but analysis by Royal London has shown that up to two million people could resort...

Probate delays adding extra costs for bereaved families

Families are seeing potential extra costs due to delays of up to several months before probate is granted after a death – but there are some things you can do to keep the costs down. A grant of probate is a legal requirement for anyone handling the estate of a deceased person, before any inheritance...

Pension customers ‘overpaying’ thousands in temporary tax

Those who have made flexible withdrawals from their pension pot could have paid thousands more in tax than they should have done – if only temporarily. New figures show the ‘temporary overpayment’ is more than £1billion since 2015 and £48million in the first three months of this year alone. HM Revenue and Customs (HMRC) will repay...

State Pension booster deadline is looming

US tech, justice and taxes

UK rise and Nvidia flying dangerously?

Market rises and speculation

The politics of investment?

Markets, investments and taxes

Two million ‘face debt’ after self-assessment tax returns

Probate delays adding extra costs for bereaved families

Pension customers ‘overpaying’ thousands in temporary tax

Risk Warning

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Philip J Milton & Company Plc

Financial Ombudsman Service