Milestone Financial Planning

26/10/2026

Here at Milestone Financial Planning we can help you with your personal injury and medical negligence claims. Visit us online for more information at https://www.milestonefp.co.uk/personal-injury-medical-negligence/

23/10/2026

At Milestone Financial Planning we can help you to get the best return on investment by helping you identify investments, products and saving plans that are right for you. Call us today on 01246 903053 for more information

22/10/2026

𝗙𝘂𝘁𝘂𝗿𝗲-𝗣𝗿𝗼𝗼𝗳𝗶𝗻𝗴 𝗙𝗮𝗺𝗶𝗹𝘆 𝗪𝗲𝗮𝗹𝘁𝗵

Building wealth is one thing. Protecting it for future generations is another.

In this blog, we look at the importance of future-proofing family wealth and the steps families can take to help safeguard their finances over the long term. From estate planning to managing changing circumstances, having a clear strategy in place can make a significant difference.

Planning ahead today can help provide greater financial security tomorrow.

Read more here:
https://www.milestonefp.co.uk/future-proofing-family-wealth/

Protect family wealth with smart planning, trusts and prenups to reduce divorce risk and preserve assets across generations.

20/10/2026

It's never too soon to start planning for your retirement, and here at Milestone Financial Planning we can help you make the best financial decisions for your future. Call us today on 01246 903053 to book a no obligation chat to discuss your retirement goals

19/10/2026

𝗦𝗜𝗣𝗣, 𝗜𝗦𝗔 𝗼𝗿 𝗟𝗶𝗺𝗶𝘁𝗲𝗱 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗣𝗲𝗻𝘀𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗳𝗼𝗿 𝗛𝗶𝗴𝗵 𝗘𝗮𝗿𝗻𝗲𝗿𝘀

For self-employed high earners, retirement planning is often more complex than simply paying into a pension.

In this blog, we discuss how a SIPP, ISA and limited company structure can work together to create a more tax-efficient long-term strategy. It looks at how each element plays a different role, from building retirement wealth to maintaining flexibility and improving tax efficiency during your working life.

When used in combination, these structures can help create a more balanced and resilient financial plan.

Read more here:
https://www.milestonefp.co.uk/self-employed-high-earners/

For self-employed high earners, retirement planning is often more complex than simply paying into a pension.

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