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Thorntons Investments AIM IHT and MPS model portfolio services now available on Ascentric

• posted by David Holmes
• Financial Advisers, Blog

Discretionary investment manager Thorntons Investments has announced that its AIM Inheritance Tax Portfolio Service and Managed Portfolio Service (MPS) are now available on the Ascentric Platform. Thorntons Investments has been managing AIM portfolios since 2006, and their AIM IHT Portfolio Service, which first became available as a model portfolio on the Standard Life Wrap in…

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Managed Portfolio Service now available on Zurich platform

• posted by David Holmes
• Financial Advisers, Blog

We’re pleased to announce that our Managed Portfolio Service (MPS) is now available on the Zurich Intermediary Platform.   Launched in 2014, and now approaching £100m, the five risk-targeted investment models – Cautious, Steady, Moderate, Progressive and Adventurous – are also available on Standard Life, Nucleus and Novia adviser platforms.   Matt Strachan, our Chief Investment Officer,…

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Growing up with AIM

• posted by David Holmes
• Financial Advisers, Blog

What is AIM? An important part of our service to private clients is to reduce any potential Inheritance Tax (IHT) liability. Adding shares that qualify for Business Property Relief (BPR), quoted on the AIM (Alternative Investment Market) to existing discretionary portfolios is a valued part of our service. There is no definitive list of AIM…

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