News

19 Jun 2020

Matt Strachan looks back at the history and success of the Alternative Investment Market, which was launched 25 years ago this week.

• posted by David Holmes
• Private Clients, Blog, Financial Advisers

This week is the 25th anniversary of the Alternative Investment Market (AIM). So, I thought it appropriate to indulge a little in its history and success. I remember its launch well, as I had been responsible for a couple of investments on one of its forebears, the Unlisted Securities Market (USM). Back in 1995 it…

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27 Apr 2020

How to avoid the latest “Corona-Scams”

• posted by Emily Ritchie
• Blog, Private Clients

The Coronavirus pandemic is having a significant impact on our society and the way we go about our lives, and you will have no doubt seen on the news the many issues arising, ranging from the lack of PPE supplies for front-line workers to the consumer rush on  hand sanitiser and toilet rolls.   Unfortunately, it is…

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30 Mar 2020

Financially Worrying Times – or maybe not as bad as you thought?

• posted by Thorntons Wealth Financial Planning Team
• Blog, Private Clients, Charities

As I sit and write this blog the world is looking like a very different place.  I’m sitting on my balcony on a Saturday afternoon and stillness and calm fill the air. The sense of purpose and noise has been replaced by a different pace/beat of life. This got me thinking – whilst I feel…

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10 Mar 2020

In your Shoes

• posted by David Holmes
• Blog

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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5 Mar 2020

Tax Allowances, use it or lose it

• posted by Thorntons Investments
• Blog, Private Clients

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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27 Feb 2020

 Exam Success leads to promotion!

• posted by Matthew Brown
• Blog

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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13 Feb 2020

Optimising financial legacy in St Andrews

• posted by Thorntons Investments
• Blog

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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4 Feb 2020

Why is Culture so important? 

• posted by Emily Ritchie
• Blog

Improving culture and governance in regulated firms has always been a major priority for the FCA, but what does it mean and how does it benefit consumers?   The Senior Managers and Certification Regime (SM&CR) came into force for FCA solo-regulated firms in December 2019.  The aim of this new regime is to encourage a…

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14 Jan 2020

Kicking off our charity year with a Big Charity Quiz

• posted by Leigh Hudson
• Blog

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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9 Jan 2020

IHT Planning and AIM

• posted by Thorntons Investments
• Blog, Private Clients, Charities

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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