Our Investment Manager Ciaran Garvey contributed a short gallery feature for Citywire Wealth Manager ahead of COP 27. “COP27 will take place against a backdrop of high food and energy prices and slowing growth. The invasion of Ukraine has created a difficult balancing act for governments between energy security and achieving net zero goals, but…
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Our Sustainable Future AIM Inheritance Tax Portfolio Service enables investors to leave a meaningful lasting legacy for their beneficiaries and a truly sustainable legacy for the wider world, without compromising on either. The service is now available as a model portfolio on many leading platforms. We issued a press release today which can be found…
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We are delighted to again be shortlisted for Best AIM Portfolio Service at the Growth Investor Awards 2022. For comment from the Growth Investor Awards please see below: It’s been another hugely competitive field of entries for this year’s Growth Investor Awards, hosted by Intelligent Partnership. With the standard so high, it’s impressive to see…
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This article was first published by Nucleus Illuminate on 6th June 2022 and can be found here. Baby boomers, the scourge of millennials, are nearing the end of their working lives With this evolution will come what is being referred to as the great wealth transfer. There are plenty of numbers being published (most are…
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As a business we recognise the need to do more to reduce our carbon footprint and we are exploring ways to lower emissions and promote sustainability in our workplace. As a first step we have chosen to sponsor global climate action projects through Ecologi by making regular donations on behalf of all of our employees….
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Our CIO Matt Strachan appeared on Asset TV’s Investment Trust Hub to discuss among other topics, how to use an Investment Trust to build a diversified portfolio. To view, please continue reading and click on the highlighted link. Registration may be required.
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Our CIO Matt Strachan recently appeared on Asset TV to discuss the impact of COP26 on the investment industry; from methane emissions to international carbon markets, the pros and cons of clean technology and the developing world of carbon offsets. To view, please continue reading and click on the highlighted link. Registration may be required.
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This article was first published by Investment Week on 16 September 2021 and can be found at the following link: https://www.investmentweek.co.uk/news/4037177/thorntons-investments-scraps-vat-charges-mps Thorntons Investments are now treating all our model portfolio services as VAT exempt. From 1st July 2021, all existing investors in our AIM Inheritance Tax Portfolio Service and Managed Portfolio Service no…
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This article was first published by Embark Adviser on 10 August 2021 and can be found at the following link: https://embarkgroup.co.uk/insights/aim-for-flexibility-in-inheritance-tax-planning/ Taxation has existed almost as long as civilisation itself, with earliest records dating back to 3300 BC. Throughout history there have been countless ways of raising tax, ranging from the fairly obvious to the…
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This article was first published by Nucleus on 12 March 2021 and can be found at the following link: https://illuminate.nucleusfinancial.com/blog/aim-relief-role-aim-investing-iht-planning As advisers encourage clients to utilise their ISA allowances before the end of the tax year and for the new tax year, we see the usual round of news stories appearing on the number of…
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