Keeping you up to date with what matters.
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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We are delighted to be named as a finalist at the Investment Week 2019/20 Tax Efficiency Awards. For the second year running, our AIM IHT Portfolio Service has been shortlisted for Best AIM IHT Portfolio Service – DFM provider. These awards are designed to recognise the most successful and forward-thinking providers in the area of…
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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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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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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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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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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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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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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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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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