About Paul Milnes

Founder and Director of JPM Asset Management

Inheriting ISAs: Tax Efficient Top Tips

2016-10-23T16:38:55+01:00December 17th, 2014|Investments|

The autumn statement finally arrived on 3rd December and most of the headlines were grabbed by the changes to stamp duty and pensions, but in the background details have begun to emerge on how new ‘inheritable’ ISA rules will operate. [...]

Pension Investments: More than tax relief

2016-10-23T16:54:15+01:00December 17th, 2014|Pensions|

Since the changes to pension legislation were announced earlier this year there have been a lot of column inches given over to the virtues of investing in a pension, In particular, those subject to higher rate tax whilst they are [...]

The Benefits Of Offshore Investing

2016-10-23T17:14:11+01:00October 10th, 2014|Investments|

The past couple of years have brought a large number of headlines damning celebrities for their involvement in different types of schemes for offshore investing. Gary Barlow is the most recent A-lister to fall foul of HMRC’s clampdown on what [...]

Pension Salary Sacrifice – Salary Exchange

2016-10-23T16:54:43+01:00July 14th, 2014|Pensions|

There are many incentives around to encourage us all to save for our retirement but one that gets regularly overlooked is salary sacrifice. More beneficial than tax relief Many people may feel uncomfortable at the mere mention [...]

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