Our second article in our series on Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch. Contribute up to £9,000 into your child’s Junior ISA. The fund builds up free of tax on investment income and capital gains until your child reaches 18, when the…
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Each year our staff choose a charity to support – it’s normally something that has affected a member of the team personally, and this year is no different. In recent years, we’ve supported charities including Scottish Cot Death Trust, Beat Eating Disorders, CICRA (Crohn’s disease), Maggies Centres and Myeloma UK. To raise money, we have…
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Over the next few weeks, we will be running a series of articles on Tax Planning Tips for 2023/24. These general tips highlight ways in which you can currently use certain tax reliefs to your advantage, and how to avoid some of the tax penalties. It can help you navigate the complexity of certain tax…
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A few of us got down and dirty at Dundee Pretty Muddy yesterday to raise funds for Cancer Research. It was great fun and certainly lived up to its name as can be seen from our pic. In total we raised over £2000 and are so grateful to everyone who donated. Every penny makes a…
Continue ReadingSimon Lewis joined the Discretionary Portfolio team at Thorntons Investments in May 2023 supporting its growth strategy in discretionary funds under management across a range of individual client and trust portfolios. Simon brings a wealth of experience to his role as Portfolio Manager with almost 20 years working as a stockbroker, private banker and investment…
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Earth Month takes place in April each year. This annual awareness month is an opportunity to raise awareness and promote environmental action needed to protect Earth’s natural resources for future generations. As a business we subscribe to Ecologi on behalf of each and every one of our staff. Our funding directly supports climate projects…
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Shortly after his arrival in 11 Downing Street, Chancellor Jeremy Hunt announced a rather severe haircut to the amount of capital gains individuals can realise before creating a tax liability. Since then, there have been further changes to pension allowances, and this has undoubtedly caught the attention of savers and investors alike. It is the…
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The first Budget since October 2021 was widely expected to be an uneventful affair. Five months ago, the then new Chancellor, Jeremy Hunt, presented an Autumn Statement that was more of a Budget than many formal Budgets. Not only did his Autumn Statement result in a greater increase in the tax burden than most Budgets…
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The Scottish Budget arrived towards the end of a busy week for economic news and the Deputy First Minister, John Swinney, set out “four important factors” in arriving at the measures announced in the 2023/24 Scottish Budget. Subject to these major constraints, Mr Swinney set out three priorities for “a different path” from that taken…
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Citywire podcast featuring our CIO Matt Strachan discussing our Sustainable Future AIM IHT portfolio service. An IHT planning solution for investors wishing to leave a broader lasting legacy and make a real difference to the lives of future generations. You will find a link to the podcast here
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