Milestone Financial Planning

16/10/2026

We understand that every business is different, and therefore requires a different level of cover, which is why we offer tailored insurance plans for you. Visit us online for more information

15/10/2026

There are many ways of withdrawing pensions, but it is not always clear which is the best way for you.
Read our guide for more information.
https://www.milestonefp.co.uk/withdrawing-pensions/

13/10/2026

Looking for tax planning strategies? Our expert tax planning team will investigate your areas of tax wastage and advise you on ways to become more tax efficient. Call us today on 01246 903053 to book a no obligation chat

12/10/2026

EIS and VCT Tax Planning for High Net Worth Investors

For higher earners facing significant income tax or capital gains tax liabilities, EIS and VCT schemes can offer structured ways to improve tax efficiency.

In this blog, we explain how Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCTs) work, including income tax relief, capital gains tax deferral, and the differences in liquidity, risk and holding requirements between the two.

It also explores how these schemes can fit into a wider investment strategy alongside pensions and ISAs, rather than acting as standalone investment decisions.

Read more here: https://www.milestonefp.co.uk/vct-vs-eis/

Higher earners facing significant income tax or capital gains tax liabilities, EIS and VCT schemes can offer structured ways to improve tax efficiency

09/10/2026

Inheritance Tax can cost loved ones hundreds of thousands in the event of your death, yet its possible to legally avoid a lot of it, or even pay none at all, with Inheritance Tax Planning.
Get in touch today to arrange an initial no fee, no obligation meeting

08/10/2026

How to find top financial advisers in your area
https://www.milestonefp.co.uk/find-top-financial-advisers-in-your-area/

06/10/2026

Where managing your wealth is concerned, trust and integrity in your financial adviser is paramount. As independent financial advisers, we can provide a truly bespoke service for our clients. Give us a call on 01246 903053 for a free no-obligation chat

05/10/2026

𝗦𝗺𝗮𝗿𝘁 𝗣𝗲𝗻𝘀𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗳𝗼𝗿 𝗛𝗶𝗴𝗵 𝗘𝗮𝗿𝗻𝗲𝗿𝘀

For higher earners, pension planning can become more complex, particularly when it comes to tax efficiency and annual allowance rules.

In this blog, we discuss some of the key pension considerations for high earners and why having the right strategy in place can help maximise long-term retirement planning opportunities while avoiding potential tax pitfalls.

Taking a proactive approach today can help create greater flexibility for the future.

Read more here:
https://www.milestonefp.co.uk/the-smart-pension-strategy-for-high-earners/

Why self-employed high earners need a pension strategy. SIPP, ISA & limited company tips for retirement planning

02/10/2026

Ensure you and your family are financially secure while you're unable to work due to illness or injury with Financial Protection Insurance. Think you could benefit or would like to find out more? Call our team on 01246 903053

01/10/2026

𝗧𝗮𝘅-𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗢𝘄𝗻𝗲𝗿𝘀𝗵𝗶𝗽 𝗼𝗳 𝗨𝗞 𝗮𝗻𝗱 𝗢𝘃𝗲𝗿𝘀𝗲𝗮𝘀 𝗛𝗼𝗹𝗶𝗱𝗮𝘆 𝗛𝗼𝗺𝗲𝘀

Owning a holiday home in the UK or overseas is often driven by lifestyle, but it also sits within a complex tax landscape involving Capital Gains Tax, Income Tax and Inheritance Tax.

In this blog, we explore how UK tax residency rules, domicile, and ownership structure can all influence the long-term tax position of second properties. It also looks at how planning ahead can help reduce the risk of tax decisions being made under pressure later in life.

The key message is that holiday homes should enhance your lifestyle, while still fitting into a wider, well-considered financial plan.

Read more here:
https://www.milestonefp.co.uk/tax-efficient-ownership-holiday-homes/

Owning holiday homes creates lifestyle value, but also introduces Capital Gains Tax, Income Tax on rentals, and Inheritance Tax considerations