Private Clients News

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…

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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…

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26 Nov 2019
St Andrews Golf Museum – Breakfast Seminar – 25 February 2020

St Andrews Golf Museum – Breakfast Seminar – 25 February 2020

Thorntons Investments, in conjunction with our colleagues at Thorntons Law are pleased to offer an informal breakfast seminar focusing on practical considerations you can make to optimise your inheritance for the next generation of your family. Topics will include: Retirement and Inheritance Tax Planning IHT and AIM Investment Opportunities Legal considerations around Wills, Estate Planning…

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31 Oct 2019
Thorntons Investments bolsters Board with Rosengarten appointment

Thorntons Investments bolsters Board with Rosengarten appointment

Thorntons Investments has appointed Ed Rosengarten to the Board as a non-executive director with immediate effect. The appointment comes as Thorntons Investments seeks to strengthen its presence in London and the South of England as it further develops and grows its discretionary investment services proposition. Ed brings a wealth of knowledge and experience to the…

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30 Sep 2019
Pre Retirement Seminar

Pre Retirement Seminar

My retirement bucket list, have you given yours any thought yet? Visit St Petersburg in Russia Walk the Berlin Wall Attend the men’s tennis final at Wimbledon Attend the opera in Verona Wine Tasting in South Africa Visit the Grand Canyon Go shopping on Rodeo Drive Live in Italy for a few months Cocktails at…

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24 Sep 2019
Retirement anyone?

Retirement anyone?

When do you think you will retire? What will you do when you retire?  Two of the questions most asked by financial planners when helping their clients think about how much income they will need when they stop working. I would argue that a more relevant question now is – “what is ‘retirement?” With life…

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1 Aug 2019
Pre Retirement Seminars

Pre Retirement Seminars

I was chatting to a colleague recently about my forthcoming birthday, and suddenly it dawned on me that in eight years’ time, I will be able to access funds from my pension arrangements. My first thought was, ouch, how did that happen? I still feel 21 most of the time! Well the years pass quickly…

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AJ Bell:

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