investment fund Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/investment-fund/ North Devon's Leading Wealth Managers Mon, 15 Dec 2025 13:08:00 +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 investment fund Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/investment-fund/ 32 32 Toothless Budget lacked real drive https://www.miltonpj.net/2025/12/04/toothless-budget-lacks-real-drive/ Thu, 04 Dec 2025 09:00:00 +0000 https://www.miltonpj.net/?p=12108 For readers here, the biggest pieces of good news were what she didn’t do, such as attacking pension tax-free lump sums or tax relief on contributions, no lifetime Inheritance Tax on gifts or changes to present allowances and no changes to CGT. We did our best to discourage people from taking their cash from pensions […]

The post Toothless Budget lacked real drive appeared first on Philip J Milton & Company Plc.

]]> Prime Minister resigns https://www.miltonpj.net/2022/10/20/prime-minister-resigns-market-reaction/ Thu, 20 Oct 2022 16:06:34 +0000 https://www.miltonpj.net/?p=10312 I feel I can’t keep sending ‘emergency’ eshots as things are changing so fast and the consequences and implications will take some time to digest by ‘everyone and everything’. It was sad to see the Prime Minister resign today. I don’t say that in any other way than criticism at the behaviour and reactions and […]

The post Prime Minister resigns appeared first on Philip J Milton & Company Plc.

]]> Death by a thousand cuts https://www.miltonpj.net/2022/10/14/death-by-a-thousand-cuts/ Fri, 14 Oct 2022 14:25:00 +0000 https://www.miltonpj.net/?p=10308 Volatility has been unrelenting. Contrary to our media’s interpretation too, it’s not just ‘us’ and the whole world’s meltdown these last few weeks is not all because of our Mini Budget where only two small unannounced tax cuts were made, if we ignore bringing forward one year Rishi’s promised 1p off the Basic Rate of […]

The post Death by a thousand cuts appeared first on Philip J Milton & Company Plc.

]]> Farewell Your Majesty https://www.miltonpj.net/2022/09/22/amazing-send-off-for-our-queen/ Thu, 22 Sep 2022 09:31:33 +0000 https://www.miltonpj.net/?p=10256 What a send-off to the Queen and what a truly remarkable character to emulate. Nowhere in the world can match what our little Country can do.  And for all those negative people out there, keen to knock back what we represent and achieve, it was and is time to reflect yet again.   It’s a […]

The post Farewell Your Majesty appeared first on Philip J Milton & Company Plc.

]]> Yet another Blue Planet letter https://www.miltonpj.net/2022/08/23/yet-another-blue-planet-letter/ Tue, 23 Aug 2022 15:56:27 +0000 https://www.miltonpj.net/?p=10234 Dear Client and friends I am immensely angry that despite warnings to the Trust in regard to the use of data from regulatory disclosures, many clients have received a second letter from Blue Planet. I wanted to assure clients that they have to do nothing as a consequence. Again I must issue a full letter […]

The post Yet another Blue Planet letter appeared first on Philip J Milton & Company Plc.

]]>