Keeping you up to date with what matters.
There are a number of exemptions and allowances that an individual can use in relation to their personal tax position and as we approach the end of the UK’s fiscal year on 5 April, it is important to try and use these, where appropriate, especially as a number of them cannot be rolled forward, so…
Continue Reading
Sarah Peter joined Thorntons Investments in 2015 as a Portfolio Assistant, supporting the Portfolio team, helping to ensure clients receive the highest level of service for their investments. Over the last few years, Sarah’s commitment has seen her juggle a full time role, and a busy family life with completing a University Degree in Business…
Continue Reading
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…
Continue Reading
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…
Continue Reading
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,…
Continue Reading
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…
Continue Reading
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…
Continue Reading
Due to the current political uncertainty and a slowdown in global growth, it may not feel like the most appropriate time to think about your future financial well-being. Arguably however, this is probably the most appropriate time to get your finances in order. Speaking to a financial adviser is a key first step towards taking…
Continue Reading
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…
Continue Reading
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…
Continue Reading