will Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/will/ North Devon's Leading Wealth Managers Tue, 28 Jan 2025 15:52:32 +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 will Archives - Philip J Milton & Company Plc https://www.miltonpj.net/tag/will/ 32 32 Don’t become trapped in limbo with estate planning https://www.miltonpj.net/2025/01/29/estate-planning-stuck-in-limbo/ Wed, 29 Jan 2025 10:00:00 +0000 https://www.miltonpj.net/?p=11633 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? https://www.miltonpj.net/2025/01/22/inheritance-tax-planning-new-rules/ Wed, 22 Jan 2025 10:00:00 +0000 https://www.miltonpj.net/?p=11619 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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]]> 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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]]> It’s never too late – until it is https://www.miltonpj.net/2022/05/04/its-never-too-late-until-it-is/ Wed, 04 May 2022 15:12:22 +0000 https://www.miltonpj.net/?p=10144 Sadly, we all die. Some leave their financial affairs in an organised state, but most don’t and some are in an atrocious condition. This causes awful troubles and stresses for their nearest and dearest and if the wrong sort of professional executor is engaged, it can cost an arm and a leg to resolve what […]

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