News.

The Benefits of reading your benefit statement.

If you have a pension plan do you read and understand your annual benefit statement? If you don't here's some free advice! In Milestone Advisory, I spend the majority of my time with clients who are approaching retirement or who have already…

News

Interested in reducing your Tax Bill?

Making contributions to a pension plan could be the answer to reducing your tax bill. Did you know that you can make a contribution to a pension plan before the 31st October each year and claim tax relief for the previous year? October…

News

Why Diversify?

Famed economist and Nobel Prize winner Harry Markowitz called diversification “the only free lunch in finance.” The thought is that by diversifying, an investor gets the benefit of reduced risk while sacrificing little in expected returns…

News

3 reasons to start reducing your 2018 tax bill right now!

If you are self-employed, you will more than likely be relieved that the tax deadline has come and gone again. Accountants have been paid, all expenses have been gathered and many of you have made pension contributions to reduce your tax liabilities.…

News

CPAS "Opportunities for Construction Companies" Breakfast briefing update

We were delighted with the success of the ‘Opportunities for Construction Companies 2019’ breakfast briefing we hosted at the Red Cow Moran Hotel, on 21st November last. The breakfast briefing, chaired by businessman Bobby Kerr, included…

News

Benefit packages can play a crucial role in attracting and retaining staff

Did you know that if you are a business owner, there is a way to protect your business in the event of the death or serious illness of an important member of your team?