Season's Greetings everyone.
 
While you are enjoying your festive celebrations, we have created an advent calendar of sorts with financial buzz words for each day leading up to Christmas.
 
So if you see something below, which you'd like to discuss further, or would like me to answer on air, please do get in touch with us at Philip J Milton. And remember, initial meetings with us are provided at our cost. Philip J Milton & Company Plc would like to wish you a Merry Christmas and Happy New Year, however you choose to spend it!
 
Here's the Finance Advent Calendar! 
 
 
1st – Marriage Allowance Transfer
2nd – Income Tax Personal Allowance
3rd – ISA Allowance 
4th – Dividend Tax Allowance
5th – Capital Gains Tax (CGT) Allowance
6th – Personal Savings Allowance
7th – Gift Aid Donations
8th – Rent a Room Relief
9th – Mortgage Interest Offset
10th – Personal Pension Contribution Tax Relief
11th – State Pension Top Up 
12th – Will Planning
13th – Property & Financial Affairs Lasting Power of Attorney
14th – Health & Welfare Lasting Power of Attorney
15th – Inheritance Tax (IHT) Nil Rate Band
16th - IHT Nil Rate Band – Gifting to Charity
17th – Main Residence Nil Rate Band
 18th - Gifting Allowances for IHT – Lump Sum Allowances
19th - Gifting Allowances for IHT – Gifts out of income 
20th – Alternative Investment Market (AIM) Investments 
21st – Enterprise Investment Scheme (EIS’s)
22nd – Business Allowances for buying assets
23rd – Company Pension Contributions
24th – Long Service Awards after twenty years’ service
25th - Christmas Party for everyone!
 
If this hasn’t got you into the festive spirit, I don’t know what will! 
 
So, if you haven’t yet had a Christmas party, now’s the time!

 

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