probate Archives - Philip J Milton & Company Plc

Don’t become trapped in limbo with estate planning

Philip J Milton & Company Plc — Wed, 29 Jan 2025 10:00:00 +0000

One of the more common financial ‘problems’ that we see all too often is the fallout from administering an estate when someone passes away. That’s not to say there is any strife within the family or a dispute over the estate but simply that the process is excruciatingly slow and really does not need to […]

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Planning for IHT on pensions and should you be worried?

Philip J Milton & Company Plc — Wed, 22 Jan 2025 10:00:00 +0000

A great many anxious enquiries from clients have been generated by the Budget announcement that pensions would become subject to Inheritance Tax from 2027. Join us for a brief toe-dip into the murky IHT waters and consider what options you may have – but please take advice first! Independent Financial Advisers (IFAs) have been fielding […]

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A bad Budget for business – but it could have been worse

Philip J Milton & Company Plc — Wed, 06 Nov 2024 16:43:14 +0000

The Budget has finally been unveiled and while many in the financial and wealth management sector are of the opinion it wasn’t quite as bad as we feared, the Chancellor’s package of measures revealed last Wednesday contained some nasty elements too. In our opinion it was a business-negative Budget which won’t help the objective of […]

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The simmering stock market pot subsides

Philip J Milton & Company Plc — Fri, 16 Aug 2024 15:46:45 +0000

I am pleased to report that the rumbles in markets proved short-lived. However, having ‘biggest losses since 1987’ for Japan and then clawing the way back again (well, still 13% off its peak) is not helpful and a potential portent for the over-priced sections of the Globe. Volatility is your friend when it is upwards […]

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Where there’s a Will – make sure it’s done the right way

Philip J Milton & Company Plc — Wed, 17 Jul 2024 09:00:00 +0000

Disputes over the validity of Wills and quarrels over the inheritance of estates are as old as the hills and no doubt ancient civilisations had very similar problems – though their solution was probably somewhat blunter than we are used to! We’ve visited the topic before, but it was an eye opener recently to hear […]

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Election Eve looms

Philip J Milton & Company Plc — Wed, 03 Jul 2024 17:55:03 +0000

Well, we are almost there. Have you cast your vote yet (by post)…? Election Day is tomorrow and if you have an unused postal vote, you can still take it to your polling station and hand-in the envelope. However, first, to cheer you up and to change the subject, next Christmas is now nearer than […]

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Probate delays adding extra costs for bereaved families

Philip J Milton & Company Plc — Thu, 13 Jul 2023 13:13:02 +0000

Families are seeing potential extra costs due to delays of up to several months before probate is granted after a death – but there are some things you can do to keep the costs down. A grant of probate is a legal requirement for anyone handling the estate of a deceased person, before any inheritance […]

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