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David Holmes is Head of Business Development at Thorntons Investments. Based in Dundee and Edinburgh, Thorntons Investments provide both Financial Planning and Discretionary Investment services. David is responsible for the distribution and marketing of their investment services to financial advisers across the UK and for relationships with key partners and professional connections. This article was…
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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…
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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…
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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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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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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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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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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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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…
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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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