managing investments Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/managing-investments/ North Devon's Leading Wealth Managers Tue, 01 Apr 2025 15:41:17 +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 managing investments Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/managing-investments/ 32 32 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 […]

The post Days left to make ISA and Pension contributions before Financial Year ends appeared first on Philip J Milton & Company Plc.

]]> 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 […]

The post Off-piste, risk and the economy appeared first on Philip J Milton & Company Plc.

]]> Are Cash ISAs under threat from the Chancellor? https://www.miltonpj.net/2025/02/19/are-cash-isas-under-threat/ Wed, 19 Feb 2025 14:00:41 +0000 https://www.miltonpj.net/?p=11670 Regular readers of this column will know we are not entirely (or certainly not universally) in favour of Cash ISAs simply because the balance of interest rates versus inflation means you can effectively be ‘losing’ money by having many thousands sat in an ISA ‘doing nothing’ as well as letting inflation eat it away. Saving […]

The post Are Cash ISAs under threat from the Chancellor? appeared first on Philip J Milton & Company Plc.

]]> Equity release – is it in your best interest? https://www.miltonpj.net/2025/02/05/equity-release-is-it-right-for-you/ Wed, 05 Feb 2025 10:00:00 +0000 https://www.miltonpj.net/?p=11648 Equity release – or remortgaging your home – saw a surge in popularity at the end of 2024, latest figures have revealed. The Equity Release Council says there was an increase in lending of £622million in the last quarter of the year, up 16% on the year before, although the figure for the total year […]

The post Equity release – is it in your best interest? appeared first on Philip J Milton & Company Plc.

]]> Fortune’s coin has flipped https://www.miltonpj.net/2024/05/14/coin-has-flipped-for-uk-markets/ Tue, 14 May 2024 13:24:38 +0000 https://www.miltonpj.net/?p=11176 Hasn’t it been lovely to actually have some real spring weather for a change! The Garden is looking lovely, with clematis, azaleas and wisteria either in bloom or soon, complemented by apple blossom, early bedding plants and the grass in otherwise muddy areas finally showing signs of recovery, from such a wet start to the […]

The post Fortune’s coin has flipped appeared first on Philip J Milton & Company Plc.

]]>