wealth management Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/wealth-management/ North Devon's Leading Wealth Managers Tue, 14 May 2024 13:24:40 +0000 en-GB hourly 1 https://wordpress.org/?v=6.9.1 https://www.miltonpj.net/wp-content/uploads/2018/02/PJMCO-Site-Image-4-100x100.png wealth management Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/wealth-management/ 32 32 Fortune’s coin has flipped https://www.miltonpj.net/2024/05/14/coin-has-flipped-for-uk-markets/ Tue, 14 May 2024 13:24:38 +0000 https://www.miltonpj.net/?p=11176 Hasn’t it been lovely to actually have some real spring weather for a change! The Garden is looking lovely, with clematis, azaleas and wisteria either in bloom or soon, complemented by apple blossom, early bedding plants and the grass in otherwise muddy areas finally showing signs of recovery, from such a wet start to the […]

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]]> Inheritance Tax revenue soars – but will it affect you? https://www.miltonpj.net/2024/05/01/will-you-be-affected-by-inheritance-tax/ Wed, 01 May 2024 12:21:23 +0000 https://www.miltonpj.net/?p=11166 The last financial year saw a record £7.5billion collected in Inheritance Tax (IHT) – and it is predicted to hit £10bn by the end of the decade. The numbers from HM Revenue and Customs (HMRC) has shown that IHT receipts increased by £400m year-on-year, after £7.1bn was collected in 2022/23. This really should come as […]

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]]> Are your retirement finances what you hoped for? https://www.miltonpj.net/2024/04/17/retirement-finances-what-you-hope-for/ Wed, 17 Apr 2024 12:13:03 +0000 https://www.miltonpj.net/?p=11163 A recent survey has found ‘retirees’ have around £131,000 in pension savings – half of what they had hoped for. The research by Standard Life found that pensioners-to-be had aimed for at least £250,000 in their pension pot, but the actual amount meant they were some £480 a month worse off in retirement. The Firm’s […]

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]]> Happy Easter, good news and why you should avoid crypto https://www.miltonpj.net/2023/04/08/happy-easter-good-news-and-why-you-should-avoid-crypto/ Sat, 08 Apr 2023 11:46:54 +0000 https://www.miltonpj.net/?p=10509 I wasn’t going to write so soon but the weather is changing, the spring sun is shining and well, after a rather grim few months I wanted to wish everyone a very Happy Easter! The word originated from the pagan goddess for spring, Ēostre but it reflects new life springing forth and the symbolism of […]

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]]> We’ve done better than most for our clients https://www.miltonpj.net/2023/01/10/weve-done-better-than-most-for-our-clients/ Tue, 10 Jan 2023 13:47:14 +0000 https://www.miltonpj.net/?p=10402 Good day! Isn’t it nice to see the days draw-out already! Despite rain and the storms, spring and summer are coming! In the 3 Jan Financial Times the headline read ‘Wealth Industry battles one of the worst years for a century’. How did we fare?   It noted a ‘double-digit drop in stocks and bonds’ […]

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