money advice Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/money-advice/ North Devon's Leading Wealth Managers Fri, 22 Aug 2025 11:58:24 +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 money advice Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/money-advice/ 32 32 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 […]

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]]> Are your retirement finances what you hoped for? https://www.miltonpj.net/2024/04/17/retirement-finances-what-you-hope-for/ Wed, 17 Apr 2024 12:13:03 +0000 https://www.miltonpj.net/?p=11163 A recent survey has found ‘retirees’ have around £131,000 in pension savings – half of what they had hoped for. The research by Standard Life found that pensioners-to-be had aimed for at least £250,000 in their pension pot, but the actual amount meant they were some £480 a month worse off in retirement. The Firm’s […]

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]]> Happy Easter musings and the financial markets https://www.miltonpj.net/2024/03/28/easter-wishes-and-the-financial-markets/ Thu, 28 Mar 2024 14:29:50 +0000 https://www.miltonpj.net/?p=11115 My apologies for another eshot so soon but I wanted to take this opportunity to wish you a very Happy Easter. The time has crept-up upon us quickly this year, to a special time when too many parts of the world are quite broken and without easy resolution. Let us reflect upon those whilst at […]

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]]> Sterling efforts in some quarters https://www.miltonpj.net/2024/03/25/sterling-efforts-in-some-quarters/ Mon, 25 Mar 2024 10:59:13 +0000 https://www.miltonpj.net/?p=11102 It hasn’t been noted prominently anywhere but despite recent slippage, Sterling had been quietly moving forwards. It has been at the highest against the US Dollar since July last year; a few more cents and it will be the highest since April 2022. It even pushed higher against the Euro too, its highest since August […]

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]]> Spring Budget reflections https://www.miltonpj.net/2024/03/11/spring-budget-2024-tax-reflections/ Mon, 11 Mar 2024 12:33:34 +0000 https://www.miltonpj.net/?p=11092 Well, what did you think of the Budget? A new ‘Great British ISA’ with an extra £5,000 investment is interesting and details are awaited. We shall be providing these, I am sure. The Chancellor’s also abolishing the principle of a ‘furnished holiday let’. That is interesting and suggests no more Small Business Rate Relief on […]

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]]> Two million ‘face debt’ after self-assessment tax returns https://www.miltonpj.net/2024/02/29/two-million-face-debt-after-self-assessment-tax-returns/ Thu, 29 Feb 2024 15:40:48 +0000 https://www.miltonpj.net/?p=11078 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 […]

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]]> Would you remove your own appendix to ‘save money’? https://www.miltonpj.net/2023/04/12/get-professional-pension-advice-not-diy-surgery/ Wed, 12 Apr 2023 11:47:12 +0000 https://www.miltonpj.net/?p=10522 Would you begin dismantling your household pipes without knowledge to find a leak or would you call a plumber? Would you remove your own appendix with just a scalpel and a little alcohol, knowing roughly where it was and not having a clue what was connected to it or any hidden dangers? It is the […]

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