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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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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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 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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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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