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3 Apr 2024
Our AIM IHT service has been awarded 5 Diamond and 5 Star ratings from Defaqto.

Our AIM IHT service has been awarded 5 Diamond and 5 Star ratings from Defaqto.

Defaqto have given their highest 5 Diamond and 5 Star ratings to our AIM Inheritance Tax Portfolio service. These reflect performance and quality respectively.    Independent and impartial, their long established Diamond and Star Ratings were recently extended to include AIM and Unlisted Business Relief services. Defaqto apply their trusted methodology to MICAP’s data on…

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6 Jun 2022
Leaving a genuine lasting legacy

Leaving a genuine lasting legacy

This article was first published by Nucleus Illuminate on 6th June 2022 and can be found here. Baby boomers, the scourge of millennials, are nearing the end of their working lives With this evolution will come what is being referred to as the great wealth transfer. There are plenty of numbers being published (most are…

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10 Dec 2021
Is it time to look more closely at the Alternative Investment Market?

Is it time to look more closely at the Alternative Investment Market?

  This article was first published by Nucleus on  9th December 2021 and can be found at the following link https://illuminate.nucleusfinancial.com/blog/it-time-look-more-closely-alternative-investment-market   With the global economy slowly recovering from pandemic lockdowns, Covid-19 continues to have a heavy impact on some regions of the world, keeping the supply chain badly out of kilter.   Good luck…

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12 Mar 2021
Beware the ISA Inheritance Tax Trap

Beware the ISA Inheritance Tax Trap

This article was first published by Nucleus on 12 March 2021 and can be found at the following link: https://illuminate.nucleusfinancial.com/blog/aim-relief-role-aim-investing-iht-planning As advisers encourage clients to utilise their ISA allowances before the end of the tax year and for the new tax year, we see the usual round of news stories appearing on the number of…

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9 Jan 2020
IHT Planning and AIM

IHT Planning and AIM

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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7 Nov 2019
Thorntons Investments named ‘Best AIM Portfolio Service Runner Up’ at the 2019 Growth Investors Awards

Thorntons Investments named ‘Best AIM Portfolio Service Runner Up’ at the 2019 Growth Investors Awards

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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7 Jan 2019
Welcome Nick Sheppard

Welcome Nick Sheppard

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…

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