We are pleased to share this article written by our financial planning colleague, Elmira Donald. Last weekend, while on holiday in London and with half a day to spare before my flight, I thought about the best way to spend my time. I decided to visit the Bank of England. This visit wasn’t just a…
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There are a number of exemptions and allowances that an individual can use in relation to their personal tax position and as we approach the end of the UK’s fiscal year on 5 April, it is important to try and use these, where appropriate, especially as a number of them cannot be rolled forward, so…
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Please see this press release from our colleagues, Thorntons Law LLP, about the forthcoming Breakfast Seminar in St Andrews on 25 February 2020. NEWS RELEASE – January 2020 Optimising financial legacy in St Andrews Residents in St Andrews are urged to attend a free breakfast seminar next month which aims to enable attendees with best…
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Paying taxes unfortunately is a fact of life, and nearly all of them come before death. The exception to the rule is Inheritance Tax (IHT). When it comes to thinking about life after we are gone, however, many of us are uncomfortable discussing this with our families. The danger is that, if no forward planning…
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Due to the current political uncertainty and a slowdown in global growth, it may not feel like the most appropriate time to think about your future financial well-being. Arguably however, this is probably the most appropriate time to get your finances in order. Speaking to a financial adviser is a key first step towards taking…
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Thorntons Investments, in conjunction with our colleagues at Thorntons Law are pleased to offer an informal breakfast seminar focusing on practical considerations you can make to optimise your inheritance for the next generation of your family. Topics will include: Retirement and Inheritance Tax Planning IHT and AIM Investment Opportunities Legal considerations around Wills, Estate Planning…
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