Private Clients News

10 Mar 2025
Long Term Care Planning

Long Term Care Planning

We’re thrilled to unveil the latest addition to our website: a dedicated resource on long-term care planning. From practical guidance on finding care to understanding the importance of a power of attorney, and even tackling common misconceptions, we’ve created a space to help you navigate this crucial aspect of financial planning. Check it out and…

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3 Mar 2025
Andrew Hannay retires

Andrew Hannay retires

After more than three decades of providing expert financial advice, Andrew Hannay has retired.  A retirement celebration was held at our Melville Street, Edinburgh office with colleagues, clients, family and friends. Throughout his career, Andrew has guided countless individuals and businesses through their financial planning, often building lifelong relationships with clients who have become friends…

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24 Feb 2025
Planning for your dream retirement

Planning for your dream retirement

Many of us eagerly await the day we can step away from work for good, envisioning a time filled with freedom and the opportunity to focus on what truly brings us joy. The dream of retirement offers a deeply personal vision – whether that’s adventure, relaxation or simply a slower pace of life. However, while…

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10 Feb 2025
Investing isn’t a one-size-fits-all approach

Investing isn’t a one-size-fits-all approach

Are you considering delaying your next investment until the market drops? It’s a common notion, particularly among new or even experienced investors. The strategy of ‘timing the market’ – buying stocks when their value is low and selling them when high – may sound like the perfect plan. But even the most successful fund managers…

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27 Jan 2025
Taking the road to a comfortable retirement

Taking the road to a comfortable retirement

We all dream of a comfortable retirement, free from financial worries and full of opportunities to enjoy life. However, achieving this vision requires careful planning and preparation. While life’s uncer­tainties, such as health challenges, might be beyond your control, there are concrete steps you can take to strengthen your financial resilience and prepare for the…

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13 Jan 2025
Start 2025 with a New Year’s wealth check

Start 2025 with a New Year’s wealth check

Like your car, your finances require consistent care and attention to keep running smoothly. Just as a regular service ensures your vehicle performs at its best and avoids costly breakdowns, a yearly financial check-up is vital to ensuring your money works as effectively as possible. The beginning of 2025 offers an ideal opportunity to take…

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5 Dec 2024
The Scottish Budget 2024

The Scottish Budget 2024

2024 was the third consecutive year in which the Scottish government was forced to undertake an emergency budget review. In a statement on 3 September, the Cabinet Secretary for Finance, Shona Robison,  announced “support [for] the 2024/25 Budget totalling almost £1 billion, of which up to £500 million are direct savings”. The Scottish Budget 2024

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31 Oct 2024
Autumn Budget 2024

Autumn Budget 2024

The first Budget from a Labour government since March 2010, and the first ever from a female Chancellor, proved to be the defining event that had been widely anticipated. From the moment in late July when Rachel Reeves unveiled her “£22 billion black hole” and announced means-testing for the winter fuel payment, it was clear…

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30 Sep 2024
Announcement

Announcement

We are delighted to announce that with effect from 27th September, we have acquired Robson Macintosh & Company Limited of Manor Place, Edinburgh (RobMac) and welcome them to the Thorntons Wealth family. For existing RobMac clients, you will be contacted shortly with further information about what this means for you.  If you have any queries…

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30 Sep 2024
Time to revisit your retirement plan?

Time to revisit your retirement plan?

If you are in your 40s or 50s, you have likely contributed to a pension for quite some time. Over the years, you may have accumulated multiple employer workplace pensions. However, when did you last thoroughly examine your pension and retirement strategy?   Having a documented retirement plan can help you feel more prepared for this…

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