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6 Nov 2023
Talk Money Week

Talk Money Week

This week Thorntons Investments are supporting #TalkMoney Week, designed to get us all talking more about the pennies in our pocket, our thoughts and feelings around money, and how and where to get help if and when you need it. Quite often, it’s just saying the words out loud that’s the hardest part. So, we’re…

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1 Nov 2023
Tax Tip Planning

Tax Tip Planning

Continuing with our Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch.     Maximise tax relief on your pension contributions by using all of your annual allowance. The annual allowance for 2023/24 is £60,000, but you can also use surplus allowance from the previous three tax…

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12 Oct 2023
Tax Tip Planning

Tax Tip Planning

The third article in our series on Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch.     Let rooms in your own home to one or more lodgers. Rent-a-room relief allows up to £7,500 of rent per property to be received tax free per year. The…

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20 Sep 2023
Tax Tip Planning

Tax Tip Planning

Our second article in our series on Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch.     Contribute up to £9,000 into your child’s Junior ISA. The fund builds up free of tax on investment income and capital gains until your child reaches 18, when the…

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7 Sep 2023
Charity Quiz

Charity Quiz

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, CICRA (Crohn’s disease), Maggies Centres and Myeloma UK. To raise money, we have…

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31 Aug 2023
Tax Tip Planning

Tax Tip Planning

Over the next few weeks, we will be running a series of articles on Tax Planning Tips for 2023/24.  These general tips highlight ways in which you can currently use certain tax reliefs to your advantage, and how to avoid some of the tax penalties.  It can help you navigate the complexity of certain tax…

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15 Jun 2023
Simon Lewis joins Thorntons Investments “Discretionary Team”

Simon Lewis joins Thorntons Investments “Discretionary Team”

Simon Lewis joined the Discretionary Portfolio team at Thorntons Investments in May 2023 supporting its growth strategy in discretionary funds under management across a range of individual client and trust portfolios.  Simon brings a wealth of experience to his role as Portfolio Manager with almost 20 years working as a stockbroker, private banker and investment…

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