Milestone Newsletter Spring 2024

Posted: Monday, April 8th, 2024

Download PDF version   Coming down: the year of interest rate cuts? Interest rates have risen for two years straight, but the outlook indicates a change of direction in 2024. The Bank of England raised its bank rate at fourteen consecutive meetings between December 2021 and August 2023, taking it from 0.10% to 5.25%. There […]


Milestone Newsletter Winter 2023

Posted: Tuesday, December 12th, 2023

Download PDF version   A guaranteed income for life attracts more interest Rising interest rates are changing retirement income perspectives. Three years ago was another era when it comes to interest rates. The Bank of England’s Bank Rate was just 0.1% in December 2020 when a government bond maturing in 2035 delivered a gilt-edged annual […]


Milestone Newsletter Autumn 2023

Posted: Wednesday, October 18th, 2023

Welcome to our 2023 Autumn Newsletter.
Here we take a look at living in retirement, Directors Income and Pension death benefits.


UK Inheritance Tax Planning for Small Business Owners

Posted: Friday, September 22nd, 2023

UK Inheritance Tax Planning for Small Business Owners The realm of inheritance tax planning is daunting for many small business owners in the UK. The tax implications, if not handled properly, can leave your heirs with a hefty inheritance tax (IHT) bill. Thus, planning for these eventualities is crucial. This guide provides an in-depth look […]


Huge congratulations to Mark and Nicola Fretwell-Evans!

Posted: Monday, March 6th, 2023

Over the Christmas holidays, our Paraplanner, Mark and his now wife Nicola were joined by all their family and friends, plus their adorable dog Tilly, as they tied the knot at Stretton Manor Barn. It really was a fabulous celebration, with love, laughter and dancing into the early hours! Mark said; “It really was a […]


The Milestone team grows again!

Posted: Monday, March 6th, 2023

A big Milestone welcome to our newest team member, Becky, who joined us at the start of 2023 and is now officially our in-house compliance guru. With over 20 years’ experience in the financial sector, Becky has taken on the role of Senior Administrator and Advisor Support and is responsible for service delivery and our […]


End of tax year preparations

Posted: Monday, March 6th, 2023

April 5th is almost here and at this time of year, we encourage all our clients to set time aside for an annual financial health check. It gives you the chance to look back on what’s worked, ensure you’re taking advantage of all the allowances and opportunities available and make a plan for the coming […]


The end of cheap money?

Posted: Monday, March 6th, 2023

Interest rates, cost of living, gas and oil prices… Right now, the news is awash with stories about the challenges we’re all facing in managing our money. And you’d have to have been living under a rock to have missed statements about this being the ‘end of cheap money’. But what does that even mean? […]


A warm welcome to our newest team member, Samantha Halifax

Posted: Monday, October 17th, 2022

As a growing business, we’re always on the lookout for the brightest financial minds, which is why we’re so excited to welcome Samantha Halifax, our newest Financial Advisor. Samantha joins us from Swedish banking giant, Handelsbanken, where she’s spent the last few years as a Private Banking Manager. No stranger to the Milestone team, Sam […]


Development is key at Milestone

Posted: Monday, October 17th, 2022

At Milestone, we know the best way to provide the good quality advice and excellent client service you need is to make sure all our staff are as well trained as possible and up to date on all the latest developments in the sector. We hold regular Continued Professional Development days at Milestone and at […]


Putting in the miles for the Chesterfield 10k

Posted: Monday, October 17th, 2022

Last weekend members of the Milestone team joined over 1000 other runners for the Redbrik Foundation Chesterfield 10k to raise money for Ashgate Hospice and Bluebell Wood Children’s Hospice. Last year the race raised almost £60k for charity and is on track to raise even more in 2022 so we’re thrilled to have been able […]


A great night out at the CP Teens UK Annual Ball

Posted: Monday, October 17th, 2022

We’ve been a keen supporter of CP Teens UK for a couple of years, last year organising a successful wine-tasting fundraiser. So, we were thrilled to support and attend their 7th Annual Ball earlier this month. CP Teens UK is a locally based charity that provides help, hope, inspiration and friendship for children and young […]


Out and about with our furry friends

Posted: Tuesday, June 14th, 2022

As a close-knit team, we try to arrange activities and events away from the office to catch up and enjoy some social time. This usually involves food and drink, but recently, we planned a walk with our four-legged friends, on the wettest day of the year so far! We completed a scenic 5-mile route around […]


An interview with Mark Evans, Milestone’s newest team member

Posted: Tuesday, June 14th, 2022

New kid on the Milestone block, Mark Evans, joined us earlier this year as a Trainee Paraplanner, bringing a wealth of experience in the financial services industry. He’s already made an impressive impact in the office, thanks to his unofficial title ‘King of the Spreadsheets’. We wanted to put him under the spotlight, we think […]


A day in the life of a paraplanner

Posted: Tuesday, June 14th, 2022

We know that a big reason so many of our clients choose to work with us is because of our in-depth knowledge and preparation. What we do isn’t wizardry, but it can be complex, which is why our paraplanners are so important to the planning and advice we give. Jake Bennett shares a day in […]


The economy in focus – a look back at a year of change and a view on what’s coming next

Posted: Tuesday, June 14th, 2022

Wherever you get your news from, between war and a spiralling cost of living crisis, things can sometimes feel a bit doom and gloom. But it can be easy to forget that we’ve been in this situation before and know what recovery looks and feels like; with challenging times usually providing opportunity over the longer […]


It’s tax-time – how to prepare for April 5th

Posted: Wednesday, January 26th, 2022

April 5th is bearing down on us and at this time of the year, we encourage all our clients to take time to give their finances a review and make sure they’re not missing out on any allowances or tax planning opportunities. To make it easier, we’ve listed a few top tips and easy wins […]


Looking after your investments

Posted: Wednesday, January 26th, 2022

Looking after your investments is always our top priority, but it doesn’t happen without lots of hard work and effort behind the scenes! One of our expert financial planners, Nick Evans, explains the role our Investment Committee plays in enabling us to stay ahead of the curve on behalf of all our clients: “Every two […]


A look back at 2021 for Milestone Financial Planning

Posted: Wednesday, January 26th, 2022

The last 12 months at Milestone have gone by in a flash with so many developments and successes!  We know we’re only as good as our team and for me, it’s been particularly exciting to watch managers in the business grow and develop into more senior roles and take on responsibilities alongside their day job. […]


Sister company Mitchells Corporate Agents scoops top prize in its first year

Posted: Wednesday, January 26th, 2022

We were incredibly proud when earlier this year, Mitchells’ Corporate Agents, a business partnership between ourselves and Mitchells Chartered Accountants, was awarded Deal of the Year £10m+ at the prestigious Insider Dealmaker Awards for its work in securing the sale of Heathcotes Group to partners Civitas and Envivo Group. Heathcotes, which has 72 healthcare facilities […]


Exam success for one of our newest team members

Posted: Wednesday, January 26th, 2022

At Milestone, we take our team’s growth, learning and development seriously. Making sure our team are well prepared and understand the financial landscape is the best possible way to provide top-quality advice for you, our client. So, we’re all incredibly proud of Joel’s recent success in the first stages of the Chartered Insurance Institute’s R0 […]