Private Clients News

15 Jul 2020
Working through lockdown and beyond

Working through lockdown and beyond

A year ago, I joined the Thorntons Investments Investment Team to do what I enjoy most about investment management – looking after clients and their wealth.  Better still, Thorntons Investments’ flexible approach afforded me more time with my young family.  Little did I know that one year on I would be working at the kitchen…

Continue Reading
19 Jun 2020
Matt Strachan looks back at the history and success of the Alternative Investment Market, which was launched 25 years ago this week.

Matt Strachan looks back at the history and success of the Alternative Investment Market, which was launched 25 years ago this week.

This week is the 25th anniversary of the Alternative Investment Market (AIM). So, I thought it appropriate to indulge a little in its history and success. I remember its launch well, as I had been responsible for a couple of investments on one of its forebears, the Unlisted Securities Market (USM). Back in 1995 it…

Continue Reading
12 Mar 2020
UK Government Budget 2020

UK Government Budget 2020

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…

Continue Reading
5 Mar 2020
Tax Allowances, use it or lose it

Tax Allowances, use it or lose it

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…

Continue Reading
9 Jan 2020
IHT Planning and AIM

IHT Planning and AIM

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…

Continue Reading
6 Jan 2020
Face the Fear

Face the Fear

With the new year upon us, my thoughts returned to the start of 2019.  At this point, looking for inspiration, I decided to read ‘If I could tell you just one thing ‘by Richard Reed. It’s essentially the author’s story of the remarkable people he has met, and their most valuable advice for the next…

Continue Reading

AJ Bell:

Account Login