Inheritance Tax Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/inheritance-tax/ North Devon's Leading Wealth Managers Tue, 13 Jan 2026 15:09:18 +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 Inheritance Tax Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/inheritance-tax/ 32 32 Happy New Year for farmers https://www.miltonpj.net/2026/01/06/happy-new-year-for-farmers/ Tue, 06 Jan 2026 10:00:00 +0000 https://www.miltonpj.net/?p=12147 A Happy New Year. I hope that your celebrations of all Christmas really means was good and joyful and that you have seen-in the New Year with relish! Already the days are opening-out and spring, albeit very cold, is daring to peek through the wintry gloom. What a nice Christmas present for ‘farmers’ with the […]

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]]> Stamp duty shenanigans dent confidence https://www.miltonpj.net/2025/09/11/rayner-stamp-duty-row-dents-confidence/ Thu, 11 Sep 2025 09:00:00 +0000 https://www.miltonpj.net/?p=11997 Interesting times with politics and Stamp Duty shenanigans. They all affect investor sentiment too and confidence and upsets are not helpful. I do feel slightly sorry for Angela Rayner on this one in that one relies upon those completing the process to know what Stamp Duty to pay but of course if they were told […]

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]]> Days left to make ISA and Pension contributions before Financial Year ends https://www.miltonpj.net/2025/04/01/financial-year-tax-deadline-2025-looms/ Tue, 01 Apr 2025 15:41:14 +0000 https://www.miltonpj.net/?p=11753 So the dearly departed are coming to the rescue of the Chancellor, as Inheritance Tax receipts for the period from April 2024 to February 2025 topped £7.6billion and that is before the swingeing increases in the Autumn Statement where these death duties will affect pensions and businesses too.     The figure is projected to grow another […]

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]]> Off-piste, risk and the economy https://www.miltonpj.net/2025/02/26/risk-off-piste-and-the-economy/ Wed, 26 Feb 2025 12:36:32 +0000 https://www.miltonpj.net/?p=11689 Having grabbed a week to visit Chamonix and on one day to travel up to Aiguille du Midi (3,842 metres) to view Mont Blanc (4,805metres), gave me an opportunity to see ‘risk’ in a different context. The height, the highest I have ever been excluding flights, puts risk in a different perspective altogether The engineering […]

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]]> Don’t become trapped in limbo with estate planning https://www.miltonpj.net/2025/01/29/estate-planning-stuck-in-limbo/ Wed, 29 Jan 2025 10:00:00 +0000 https://www.miltonpj.net/?p=11633 One of the more common financial ‘problems’ that we see all too often is the fallout from administering an estate when someone passes away. That’s not to say there is any strife within the family or a dispute over the estate but simply that the process is excruciatingly slow and really does not need to […]

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]]> Planning for IHT on pensions and should you be worried? https://www.miltonpj.net/2025/01/22/inheritance-tax-planning-new-rules/ Wed, 22 Jan 2025 10:00:00 +0000 https://www.miltonpj.net/?p=11619 A great many anxious enquiries from clients have been generated by the Budget announcement that pensions would become subject to Inheritance Tax from 2027. Join us for a brief toe-dip into the murky IHT waters and consider what options you may have – but please take advice first! Independent Financial Advisers (IFAs) have been fielding […]

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]]> Hold fire on pensions Inheritance Tax decision for now… https://www.miltonpj.net/2024/12/12/inheritance-tax-and-pensions-uk/ Thu, 12 Dec 2024 14:57:14 +0000 https://www.miltonpj.net/?p=11531 Reforms announced in the Budget to include unused pensions in Inheritance Tax from 2027 have rightly prompted concern and fears for those planning how to pass on their estate to their family – but don’t do anything rash just yet! This is because HMRC is running a consultation on these proposals until January 22, 2025 […]

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]]> What will Inheritance Tax changes mean for farmers and the rest of us? https://www.miltonpj.net/2024/11/27/what-will-farming-inheritance-tax-changes-mean/ Wed, 27 Nov 2024 15:25:18 +0000 https://www.miltonpj.net/?p=11505 Farming is a huge part of life for many here in North Devon and there is growing concern at the Government’s decision to change Inheritance Tax rules for farmers (and others in business). Shortly we shall be writing to clients to clarify some of the changes in the recent Budget from Chancellor Rachel Reeves and […]

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]]> Will Budget Day set the cat amongst the pigeons? https://www.miltonpj.net/2024/10/30/budget-day-preview/ Wed, 30 Oct 2024 08:00:00 +0000 https://www.miltonpj.net/?p=11461 Today is Budget day and quite possibly by the time you read this the Chancellor will have presented the first Labour Budget for 14 years to the House of Commons. We will of course report back to you next week on what the Budget contained and offer any insights we have on how it might […]

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]]> What will happen in the October Budget? https://www.miltonpj.net/2024/10/16/what-will-happen-in-the-october-uk-budget/ Wed, 16 Oct 2024 09:00:00 +0000 https://www.miltonpj.net/?p=11448 At the end of this month the Chancellor will unveil the first UK Budget under Labour in almost 15 years and there is a great deal of uncertainty as to what might be in it. Chancellor Rachel Reeves will present her first budget to the House of Commons on Wednesday, October 30 at around 12.30pm. […]

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