financial services Archives - Thorntons Investments

11 Mar 2024

Andrew McLean promoted to lead Discretionary Growth Ambitions for Thorntons Investments

posted by Stephen Webster
Private Clients, Blog

I’m delighted to announce that we have recently promoted Andrew McLean to the position of Head of Client Investments leading our DFM team managing our discretionary client portfolios. Andrew has over a decade of experience in boutique investment houses providing bespoke client investment portfolios. He is using his experience to help Thorntons Investments scale up…

8 Jan 2024

Tax Tip Planning

posted by Matthew Brown
Private Clients, Blog

The final article in our series of Tax Planning Tips 2023/24. To see how we can help, please click here to get in touch. Feed employees with free or subsidised food in a staff canteen. Where the food is available to all employees, or all who work at a particular site, there is no…

13 Dec 2023

Tax Tip Planning

posted by Matthew Brown
Private Clients, Blog

The penultimate article in our series of Tax Planning Tips 2023/24. To see how we can help, please click here to get in touch. Choose the most tax-advantageous structure for your new business. When starting a new business venture, it can be difficult to predict the level of income it will generate. If losses…

22 Nov 2023

Tax Tip Planning

posted by Matthew Brown
Private Clients, Blog

The fifth article in our series of Tax Planning Tips 2023/24. To see how we can help, please click here to get in touch. Plan to maximise your inheritance tax (IHT) nil rate band on death. Everyone has a nil rate band of £325,000 on which no IHT is charged. If you have children,…

6 Nov 2023

Talk Money Week

posted by Matthew Brown
Private Clients, Blog

This week Thorntons Investments are supporting #TalkMoney Week, designed to get us all talking more about the pennies in our pocket, our thoughts and feelings around money, and how and where to get help if and when you need it. Quite often, it’s just saying the words out loud that’s the hardest part. So, we’re…

1 Nov 2023

Tax Tip Planning

posted by Matthew Brown
Private Clients, Blog

Continuing with our Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch. Maximise tax relief on your pension contributions by using all of your annual allowance. The annual allowance for 2023/24 is £60,000, but you can also use surplus allowance from the previous three tax…

12 Oct 2023

Tax Tip Planning

posted by Matthew Brown
Private Clients, Blog

The third article in our series on Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch. Let rooms in your own home to one or more lodgers. Rent-a-room relief allows up to £7,500 of rent per property to be received tax free per year. The…

20 Sep 2023

Tax Tip Planning

posted by Matthew Brown
Private Clients, Blog

Our second article in our series on Tax Planning Tips for 2023/24. To see how we can help, please click here to get in touch. Contribute up to £9,000 into your child’s Junior ISA. The fund builds up free of tax on investment income and capital gains until your child reaches 18, when the…

31 Aug 2023

Tax Tip Planning

posted by Matthew Brown
Private Clients, Blog

Over the next few weeks, we will be running a series of articles on Tax Planning Tips for 2023/24. These general tips highlight ways in which you can currently use certain tax reliefs to your advantage, and how to avoid some of the tax penalties. It can help you navigate the complexity of certain tax…

7 Jan 2019

Welcome Nick Sheppard

posted by David Holmes
Financial Advisers, Blog

Thorntons Investments is delighted to announce the appointment of Nick Sheppard as Senior Business Development Manager. Nick is a valuable addition to our Business Development Team, bringing a wealth of experience in financial and investment services from his time at Standard Life, Brewin Dolphin and most recently Close Brothers Asset Management. He will make a…