Keeping you up to date with what matters.
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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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…
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We recently handed over a cheque to Beat – beating eating disorders for £500. Our Staff have worked hard to raise money this year for the charity which was chosen by our Head of Financial Planning, Barry Davidson (pictured).
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Thorntons Investments celebrated success at the 2019 Growth Investors Awards last night when named as the runner up for Best AIM Portfolio Service. The award recognises tax-efficient investment managers who champion AIM with advisers and investors and can demonstrate both outstanding performance and a real commitment to the market. Matt Strachan, Chief Investment Officer, commented: “We are very…
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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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