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12 Mar 2020
UK Government Budget 2020

UK Government Budget 2020

Rarely have we seen a Budget delivered against such a dramatic existential threat to the global economy.  The fact that the Coronavirus will have a major impact on the major economies of the world is not in dispute.  The extent of that impact on the UK economy is a significant judgment call for a Chancellor…

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10 Mar 2020
In your Shoes

In your Shoes

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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13 Feb 2020
Optimising financial legacy in St Andrews

Optimising financial legacy in St Andrews

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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26 Nov 2019
St Andrews Golf Museum – Breakfast Seminar – 25 February 2020

St Andrews Golf Museum – Breakfast Seminar – 25 February 2020

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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24 Sep 2019
Retirement anyone?

Retirement anyone?

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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13 Sep 2019
Brexit: Financial Planning in context

Brexit: Financial Planning in context

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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