Philip J Milton & Company Plc Archives - Philip J Milton & Company Plc

Don’t be a superstitious pigeon when it comes to investing

It’s probably fair to say that many of us have ‘superstitions’ that govern our actions, at least on a superficial level and it was demonstrated in pigeons in the last century! For example, this could be wearing a ‘lucky shirt’ on game day for those who play various sports or perhaps weddings, which are rife...

One million over 45s ‘have no savings’

It’s scary but not really surprising that a recent survey has found more than one million people aged 45 and over have absolutely no cash savings as they head towards retirement. The survey by not-for-profit organisation Fair4All Finance of 3,101 financially vulnerable people found that 37% had no savings at all, a 14% increase in...

What will Inheritance Tax changes mean for farmers and the rest of us?

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...

Top 100 firms accolade and buyer’s remorse…

We are delighted and very humbled to have been placed once again in the Citywire Top 100 Financial Advisers list for 2024. The well-respected online news, advice and analysis platform for those in the asset management and wealth industry publishes its Top 100 list annually and says it ‘celebrates the best of the professional financial...

Interest rates remain static – will this affect you?

Interest rates are set to remain at 5% until after the Government’s Budget at the end of October. The Bank of England confirmed on Thursday (September 19) the rate would remain static, with inflation remaining stubbornly at 2.2% and above the ‘magic’ 2% target. At its latest meeting, the bank’s Monetary Policy Committee (MPC) voted by...

Then and now: 39 years and counting

August marked the 39th anniversary of Philip J Milton & Company, so we thought we’d take a short look back at what has changed and some momentous 1985 events. Founder Philip Milton was born and bred in North Devon - he left school aged 16, joined one of the leading high street banks locally and...

Our 39th anniversary as a wealth manager

Well, the years rush past... August marked the Firm’s 39th anniversary. From a lowly beginning to becoming one of the largest independent financial advisory and wealth management firms in the area and now discretionarily managing over £1/4billion, we trust with a reputation to reflect that success for itself, its staff and most importantly for...

Great British ISA plans will not be allowed to hatch

Plans for the ‘Great British ISA’ have been shelved before they were hatched, sadly. The idea was unveiled in the previous Government’s final Budget (as it turned out) earlier this year by the then-Chancellor Jeremy Hunt. The scheme would have allowed savers to invest an extra £5,000 into London-listed equities on top of the existing £20,000...

Don’t get fined if you have to complete a tax return this year

Self-assessment Tax Returns are a pain for the self-employed and increasingly for many modest investors who may not have realised they need to complete one – with many more fines being issued as a result. A Freedom of Information (FOI) request from City platform AJ Bell notes has found that 3.6million people are due to...

Sterling effort, investment and taxes

The US Dollar’s the lowest against Sterling since April 2022. That’s a 20% ascent for Sterling since the Sept 2022 low. It has been weaker these last few weeks as it is expected that interest rates will be cut even though US inflation readings are mixed. Currency volatility can work for you or against...

Don’t be a superstitious pigeon when it comes to investing

One million over 45s ‘have no savings’

What will Inheritance Tax changes mean for farmers and the rest of us?

Top 100 firms accolade and buyer’s remorse…

Interest rates remain static – will this affect you?

Then and now: 39 years and counting

Our 39th anniversary as a wealth manager

Great British ISA plans will not be allowed to hatch

Don’t get fined if you have to complete a tax return this year

Sterling effort, investment and taxes

Risk Warning

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