News and Views


Keeping you up to date with what matters.

13 Feb 2020
Optimising financial legacy in St Andrews

Optimising financial legacy in St Andrews

Please see this press release from our colleagues, Thorntons Law LLP, about the forthcoming Breakfast Seminar in St Andrews on 25 February 2020.   NEWS RELEASE – January 2020 Optimising financial legacy in St Andrews Residents in St Andrews are urged to attend a free breakfast seminar next month which aims to enable attendees with best…

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4 Feb 2020
Why is Culture so important? 

Why is Culture so important? 

Improving culture and governance in regulated firms has always been a major priority for the FCA, but what does it mean and how does it benefit consumers?   The Senior Managers and Certification Regime (SM&CR) came into force for FCA solo-regulated firms in December 2019.  The aim of this new regime is to encourage a…

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14 Jan 2020
Kicking off our charity year with a Big Charity Quiz

Kicking off our charity year with a Big 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 and CICRA (Crohn’s disease).  To raise money, we have a regular tuck shop,…

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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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21 Nov 2019
When hard work pays off!

When hard work pays off!

Yan Gong joined Thorntons Investments in September 2017, after a brief spell at Alliance Trust and with a Masters Degree in Finance from St Andrews University under her belt.  When Yan chose to learn her new role in the business support team by reading and learning the 64-page manual, we knew she was going to…

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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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