Paul Milnes

Paul Milnes

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. [...]

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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 [...]

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