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…
Continue Reading
We are deeply saddened to hear of the passing of Her Majesty The Queen, and our thoughts and condolences are with the Royal Family at this time.
Continue Reading
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…
Continue Reading
The FCA desires all firms to put their clients at the heart of their business by offering products and services that are fit for purpose and represent fair value. The FCA intends to do this by introducing the Consumer Duty, their new principle to ensure that “good outcomes” are the industry standard. The Consumer Duty…
Continue Reading
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…
Continue Reading
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….
Continue Reading
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.
Continue Reading
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.
Continue Reading
This article was first published by Nucleus on 9th December 2021 and can be found at the following link https://illuminate.nucleusfinancial.com/blog/it-time-look-more-closely-alternative-investment-market With the global economy slowly recovering from pandemic lockdowns, Covid-19 continues to have a heavy impact on some regions of the world, keeping the supply chain badly out of kilter. Good luck…
Continue Reading
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…
Continue Reading