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
    • Portfolio & Benchmark Returns
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • 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
    • Portfolio & Benchmark Returns
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
  • Our Charges
  • Careers
  • Contact Us
  • 23rd March 2025 23rd March 2025 By Philip J Milton & Company Plc
  • Weekly Columns

State Pension booster deadline is looming

Time is running out for anyone who wants to boost their State Pension by paying for any missing National Insurance years, Martin Lewis has warned. People aged between 40 and 73 have until just April 5 this year to plug any gaps in their NI payments by buying missing years going back to 2006. After the...
  • 8th March 2025 8th March 2025 By Philip J Milton & Company Plc
  • Philip's Comments

Volatile US stocks

Volatility led by the US has escalated quite dramatically. It's impacted market values – especially some US tech cos and Nasdaq has drifted 10% now but the concerns over tariffs and the Ukraine situation and the US reaction to it, let alone clumsy politics and diplomacy, have not helped. Suddenly Nvidia and Tesla aren't...
  • 7th February 2024 7th February 2024 By Philip J Milton & Company Plc
  • Weekly Columns

Are you confident about your retirement plan?

A recent study by Standard Life has shown that less than one in 10 of those aged over 65 feel confident about managing their retirement finances. Retirement is of course an uncertain time for many people, whether financially or simply the trepidation of entering the unknown and perhaps not knowing how you might spend your...
  • 3rd August 2023 3rd August 2023 By Philip J Milton & Company Plc
  • Weekly Columns

How much do you need for a ‘comfortable’ retirement?

UK residents need at least an extra £26,000 in addition to their State Pension to live a ‘comfortable’ lifestyle during their retirement, according to recent data. The research was carried out by Standard Life, which used the MoneyHelper annuity tool from www.moneyhelper.org.uk to work out how much people would need in their pension pot to...
  • 26th July 2023 25th July 2023 By Philip J Milton & Company Plc
  • Weekly Columns

Replacing your State Pension could cost a fortune

Recent news the State Pension booster scheme has been extended until 2025 is very welcome, but did you know it could cost you a small fortune to replace the full State Pension if you’re not eligible for it? Data from sharingpensions.co.uk published in June has shown it would cost just over £205,430 of pensions savings...
  • 23rd June 2023 23rd June 2023 By Philip J Milton & Company Plc
  • Weekly Columns

State Pension booster scheme extended – but not forever

Pensions are back in the headlines again with the news the deadline to ‘boost’ your State Pension by as much as £55,000 has been extended. The booster plan from HMRC gives people the opportunity to buy the equivalent of up to 10 extra years’ of state pension if they have gaps in their National Insurance...
  • 8th June 2023 8th June 2023 By Philip J Milton & Company Plc
  • Weekly Columns

Don’t put pension planning on the back burner

Assurances have been made that the State Pension age is ‘unlikely’ to rise to 68 years-old but the ongoing speculation does bring into focus the need to have a clear understanding of the issues and to plan for retirement. The current age is 66 and the Work and Pensions Secretary recently said in parliament it...
  • 17th May 2023 22nd May 2023 By Philip J Milton & Company Plc
  • Weekly Columns

When will the State Pension age go up?

News the state pension age is unlikely to rise to 68 will be welcome for those seeking to banish uncertainty from their retirement plans. A week is a long time in politics, let alone 17 years, but the Work and Pensions Secretary Mel Stride has said it is likely to be ‘2040 or thereabouts’. He said...
Recent Posts
  • Milton News – Spring 2025
  • Crisis, what crisis? All good here!
  • Market news and investment
  • ISA reform looks likely – but no details as yet!
  • Growth, debt and the Titanic…
Categories
  • Uncategorised
  • Philip's Comments
  • Weekly Columns
  • Felix on the Voice FM
  • Philip J Milton & Co Videos
  • Newsletters
  • Brochures
  • Press Release
Archives
  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • 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 © 2024 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
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.OkPrivacy policy