News and Views


Keeping you up to date with what matters.

7 Nov 2019
Thorntons Investments named ‘Best AIM Portfolio Service Runner Up’ at the 2019 Growth Investors Awards

Thorntons Investments named ‘Best AIM Portfolio Service Runner Up’ at the 2019 Growth Investors Awards

Thorntons Investments celebrated success at the 2019 Growth Investors  Awards last night when named as the runner up for Best AIM Portfolio Service. The award recognises tax-efficient investment managers who champion AIM with advisers and investors and can demonstrate both outstanding performance and a real commitment to the market. Matt Strachan, Chief Investment Officer, commented: “We are very…

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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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31 Oct 2019
St Andrews Golf Museum – Breakfast Seminar – 26 November 2019

St Andrews Golf Museum – Breakfast Seminar – 26 November 2019

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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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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13 Sep 2019
Brexit: Financial Planning in context

Brexit: Financial Planning in context

The current political situation in the UK reminds me that, even within the most mature of democracies, fragile societies exist where the hopes and fears of polarised sections of the community can lead to irrational behaviours with little focus or thought given to the long-term outcomes of one’s actions. As with short-term political hyperbole, so…

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6 Sep 2019
Thorntons Investments awarded Pension Transfer Gold Standard

Thorntons Investments awarded Pension Transfer Gold Standard

We are delighted to confirm that we have been awarded the Pension Transfer Gold Standard.  This is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles.  Firms which adopt and promote the Pension Transfer Gold Standard are committed to helping consumers find good advice…

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28 Aug 2019
How to avoid losing the hard-earned fruits from a business sale to Inheritance Tax

How to avoid losing the hard-earned fruits from a business sale to Inheritance Tax

Our Head of Business Development David Holmes looks at the use of AIM investment as an Inheritance Tax solution for business owners selling their business. This article was first published in Insider magazine in July 2019. Owners who sell their businesses risk giving a slice of the proceeds to the taxman after their death. How can…

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15 Aug 2019
Thorntons Investments shortlisted twice at the 2019 Growth Investor Awards

Thorntons Investments shortlisted twice at the 2019 Growth Investor Awards

Thorntons Investments shortlisted twice at the 2019 Growth Investor Awards Thorntons Investments is delighted to have been named as a double finalist at this year’s Growth Investor Awards.  We have been shortlisted in two categories: Best AIM Portfolio Service and Best BR Investment Manager – Listed.  Guy Tolhurst, Managing Director of event organiser Intelligent Partnership…

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