North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Our Mission Statement
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
    • Blue Planet Updates
  • Our Charges
  • Careers
  • Contact Us

North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Our Mission Statement
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
    • Blue Planet Updates
  • Our Charges
  • Careers
  • Contact Us

Investment psychology and trusts


  • 17th May 2023 22nd May 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Brainstorming concept, knowledge sharing
Albeit a little belated, I hope you had an enjoyable Coronation weekend. Whatever your views on the process, no other country in the world can replicate what we can produce so all applause to the thousands involved in whatever way they achieved such a successful event - and a restful holiday weekend, I trust...

UK stock market is one of the best for dividends


  • 19th April 2023 19th April 2023 By Philip J Milton & Company Plc
  • Weekly Columns
Despite the cost of living crisis, high interest rates and ongoing uncertainty, 2023 looks set to be the 'year of the dividends' for investors and in that regard the UK remains one of the best-valued markets around. A recent study of markets by Evelyn Partners said the firm was expecting investors to seek securities yielding...

Latest on the banks crash and why forecasts are unreliable


  • 30th March 2023 30th March 2023 By Philip J Milton & Company Plc
  • Philip's Comments
So, a mini bank collapse (compared to the larger ones) which has passed without significant contagion, saw bank shares across the globe fall in value by $0.5trillion in a week, the most since the pandemic panic. This will affect investors’ portfolios everywhere as banks represent a large portion of market indices too. Goldman Sachs loses...

Spring investments


  • 23rd February 2023 24th February 2023 By Philip J Milton & Company Plc
  • Philip's Comments
Spring is in the air! It’s really lovely to see the days drawing-out and some sunshine back. Snowdrops have been lovely this year and the daffodils and other bulbs will be out soon. It’s a year now since Russia invaded Ukraine and we can but hope and pray that something resolves soon over that...

Careful investment and risk


  • 14th February 2023 14th February 2023 By Philip J Milton & Company Plc
  • Philip's Comments
How awful the recent earthquake in Turkey and Syria is. Our prayers and hopefully support go out to those devastated communities not only facing what they have lost but also at a bitterly cold part of the year and for Syria, already reeling from the Civil War there and not recovered.   So...

Capital Gains Tax window is almost closed


  • 8th February 2023 14th February 2023 By Philip J Milton & Company Plc
  • Weekly Columns
Time is running out as the Capital Gains Tax window is almost closed
Time is running out for anyone who wants to make use of the current £12,300 Capital Gains Tax allowance before it plummets to £6,000 at the start of the new tax year this April and then to just £3,000 from April 2024. CGT is a tax on the profit a person makes when they sell...

Will there be a New Year bounce?


  • 21st December 2022 21st December 2022 By Philip J Milton & Company Plc
  • Philip's Comments
This really is a Happy Christmas and a very prosperous New Year! I promise this is my last epistle till 2023.Are we going to enjoy the traditional Christmas and New Year bounce? It’s not encouraging and the portents aren’t favourable but some year-end rebalancing may just give us some good news.   Otherwise,...

The science of investment explained


  • 18th November 2022 18th November 2022 By Philip J Milton & Company Plc
  • Philip's Comments
So US inflation is tidier than expected and the NASDAQ rises by 7.5% on the day (as it is hoped further interest rate rises may not happen and indeed the next may be downwards) and a further 2% the next day. The mainstream market likewise rocketed and the US Dollar fell significantly too.Generally, investors...

Seeking out those elusive lost pension pots


  • 18th November 2022 18th November 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Somewhere out there is almost £27billion in ‘lost’ pension pots, according to a recent report. The Times tells us there are 2.8 million ‘missing’ pots out there which highlights the difficulties savers can often face keeping track of what they hold. The startling numbers are based on a report from the Pensions Policy Institute, an industry...

How will the Mini Budget affect your finances?


  • 28th September 2022 28th September 2022 By Philip J Milton & Company Plc
  • Philip's Comments
Markets? We are holding our own reasonably though Mini Budget week was savage and the negativity is continuing. Our hedging Dollar assets rose in Sterling terms and so many ‘value’ equities now are exceedingly attractive, with high dividend incomes.Do we trim some of our Defensive Dollar-based assets now? Growth areas were hit hardest –...
  • 1
  • 2
  • Next
Recent Posts
  • Investment psychology and trusts
  • When will the State Pension age go up?
  • Newsletter-Spring-2023
  • Pension customers ‘overpaying’ thousands in temporary tax
  • Coronation, cost of living & currency
Categories
  • Philip's Comments
  • Weekly Columns
  • Felix on the Voice FM
  • Philip J Milton & Co Videos
  • Newsletters
  • Brochures
  • Press Release
Archives
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • April 2016
Risk Warning

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Business Buy to Let Mortgages, Taxation & Accountancy, Probate Administration and Will Writing.

 

Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

 

Our Privacy Notice can be found here  – https://www.miltonpj.net/privacy-policy/

Find us on Facebook

Recent Tweets

Tweets by philipmilton

Philip J Milton & Company Plc

Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

Authorised and regulated by the Financial Conduct Authority. Reference: 181768.

Registered and Incorporated in England number: 3233275

VAT number: 682 2544 28

Financial Ombudsman Service

Copyright © 2023 Philip J Milton & Company Plc
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.AcceptReject Read More
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT