The Coronavirus pandemic is having a significant impact on our society and the way we go about our lives, and you will have no doubt seen on the news the many issues arising, ranging from the lack of PPE supplies for front-line workers to the consumer rush on hand sanitiser and toilet rolls. Unfortunately, it is…
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As I sit and write this blog the world is looking like a very different place. I’m sitting on my balcony on a Saturday afternoon and stillness and calm fill the air. The sense of purpose and noise has been replaced by a different pace/beat of life. This got me thinking – whilst I feel…
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Rarely have we seen a Budget delivered against such a dramatic existential threat to the global economy. The fact that the Coronavirus will have a major impact on the major economies of the world is not in dispute. The extent of that impact on the UK economy is a significant judgment call for a Chancellor…
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David Holmes is Head of Business Development at Thorntons Investments. Based in Dundee and Edinburgh, Thorntons Investments provide both Financial Planning and Discretionary Investment services. David is responsible for the distribution and marketing of their investment services to financial advisers across the UK and for relationships with key partners and professional connections. This article was…
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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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Sarah Peter joined Thorntons Investments in 2015 as a Portfolio Assistant, supporting the Portfolio team, helping to ensure clients receive the highest level of service for their investments. Over the last few years, Sarah’s commitment has seen her juggle a full time role, and a busy family life with completing a University Degree in Business…
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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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Improving culture and governance in regulated firms has always been a major priority for the FCA, but what does it mean and how does it benefit consumers? The Senior Managers and Certification Regime (SM&CR) came into force for FCA solo-regulated firms in December 2019. The aim of this new regime is to encourage a…
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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 and CICRA (Crohn’s disease). To raise money, we have a regular tuck shop,…
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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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