Private Clients News

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…

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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…

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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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