Keeping you up to date with what matters.
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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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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This article first appeared in the Dundee & Angus Chamber of Commerce website, 30th October 2023, click here to view the article. Monday 23rd October First day back at work after a week’s annual leave (3 days of which were spent at home baking thanks to Storm Babet!) and a busy day ahead it…
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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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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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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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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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A few of us got down and dirty at Dundee Pretty Muddy yesterday to raise funds for Cancer Research. It was great fun and certainly lived up to its name as can be seen from our pic. In total we raised over £2000 and are so grateful to everyone who donated. Every penny makes a…
Continue ReadingSimon 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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Earth Month takes place in April each year. This annual awareness month is an opportunity to raise awareness and promote environmental action needed to protect Earth’s natural resources for future generations. As a business we subscribe to Ecologi on behalf of each and every one of our staff. Our funding directly supports climate projects…
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