tax year end Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/tax-year-end/ North Devon's Leading Wealth Managers Tue, 31 Mar 2026 11:03:28 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.4 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png tax year end Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/tax-year-end/ 32 32 Hunting for safe havens https://www.miltonpj.net/2026/03/25/where-are-the-safe-haven-funds/ Wed, 25 Mar 2026 10:00:00 +0000 https://www.miltonpj.net/?p=12254 Where are all the safe havens? As the markets slip, even gold and silver fall (though as I have kept saying, they have been too dear anyway and ‘alternative safety’ assets need always to be cheap to start). Not that we’re chartists but the charts for those two have boded very badly indeed. We have […]

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]]> 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 […]

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]]> Interest rates go up, some markets go down https://www.miltonpj.net/2022/06/21/interest-rates-go-up-some-markets-go-down/ Tue, 21 Jun 2022 14:38:22 +0000 https://www.miltonpj.net/?p=10185 Well. The world is a changed place, economically. The US has raised interest rates by the biggest one-day sum for 30 years but let’s not lose perspective – that is 0.75%pa.Our own rates have also risen 0.25% and the markets are saying ‘not enough’. This is after the lowest rates since the Bank of England […]

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]]> The tax year is over! And why you really need good advice https://www.miltonpj.net/2022/04/08/end-tax-year-advice/ Fri, 08 Apr 2022 15:03:54 +0000 https://www.miltonpj.net/?p=10129 Well, April 5 has happened and year-end investment reports will be produced now. We were manically busy in the run-up to the tax-year end but some people still missed the deadlines for Pensions and ISAs, people who are really in the ‘must use’ camp. We do try! We also had considerable funds ready for applications […]

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