UK tax Archives - Philip J Milton & Company Plc

UK shares, Budget and what’s next?

Good news in that the Bill about Investment Trust charges’ reporting is very much back on parliamentary agenda. Readers might recall the Election stymied the last attempt. Success would be a very useful outcome for holders of these investment vehicles and see reductions in discounts to asset values as well as open new investment...

US tech, justice and taxes

Just two weeks after the Election and avoiding politics altogether this time, I shall neither labour any points or be too liberal with my commentary on markets and tax-planning. You may think that I am unable to reform my approach, though I hope that the style of writing does not treat you as green...

The new tax year – what are the market movers and shakers?

I hope that you have had a good Easter. Welcome to the new tax year, a time for opportunity to maximise your ISA and Pension allowances for example – better earlier than later! Watch-out too as the Taxman cometh if you have too much in dividends, interest or investment gains as the tax-free allowances...

Consumer confidence

‘Consumer Confidence’ has risen for the third month and now at a two-year high, regardless of what negativity you may hear in the media. This seems to be supported by buoyant consumer spending since last autumn as well. It’s good, as it will reflect in economic output but will too much enthusiasm dampen the Chancellor’s...

Are you now liable for Inheritance Tax?

Inheritance Tax has become a ‘mainstream tax’ for many and people are being warned to put their finances in order to make passing on their wealth to the next generation as tax efficient as possible. The Government has taken £7.2billion in Inheritance Tax (IHT) receipts for the 2022-23 tax year, HMRC figures have revealed and...

UK shares, Budget and what’s next?

US tech, justice and taxes

The new tax year – what are the market movers and shakers?

Consumer confidence

Are you now liable for Inheritance Tax?

Risk Warning

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Philip J Milton & Company Plc

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