News and Views


Keeping you up to date with what matters.

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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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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18 Jul 2019
Holiday thinking time

Holiday thinking time

We are now in the midst of the holiday season with many packing their suitcases, purchasing their suntan lotion and heading off to sunnier climes. It’s a chance to sit back, relax and let the brain wind down for a week or two, often recharging our batteries after a busy spell at work. Many of…

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2 Jul 2019
Pre-Retirement Seminars

Pre-Retirement Seminars

Thorntons Investments are delighted to announce that our Pre-Retirement Seminars are now available to book. Click here – https://www.eventbrite.co.uk/e/am-i-ready-to-retire-pre-retirement-seminar-tickets-64176371254. These informative seminars are free and are designed to help you explore whether you feel ready to retire, and also consider what this next stage of your life may look like. There will be a limited…

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18 Jun 2019
Demystifying Pensions

Demystifying Pensions

Why do Pensions get a bad rap? I think the honest answer is that after decades of the government tinkering with pension legislation we have been left with countless rules and regulations that few people understand. This lack of knowledge scares people and generally where you have fear, you have distrust. So, let me try…

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18 Jun 2019
Welcome Gail Craig

Welcome Gail Craig

Thorntons Investments is delighted to announce the appointment of Gail Craig as a Discretionary Portfolio Manager. This appointment strengthens our Edinburgh Office where Gail will be responsible for managing portfolios for individual clients, pensions, offshore bonds, trusts and charities. Gail has over 25 years investment management experience and takes up the position from Brown Shipley.  …

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3 Jun 2019
Investing to ‘do good’ in socially responsible funds can still be a challenge

Investing to ‘do good’ in socially responsible funds can still be a challenge

People who care what their hard earned cash gets up to behind their backs and would prefer it to be ‘doing good’ have been turning in increasing numbers to ethical investment funds to generate a return on their savings. Faced with the range of ‘sustainable investments’ and ‘socially responsible’ funds available, knowing where to begin…

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