Private Clients News

28 Mar 2023
Wealth succession

Wealth succession

Financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth succession should be an integral part of your financial plan as early as possible – because the right preparation now can have positive long-term impacts on future generations. Despite the uncertain economic climate, families…

Continue Reading
16 Mar 2023
Spring Budget 2023

Spring Budget 2023

The first Budget since October 2021 was widely expected to be an uneventful affair. Five months ago, the then new Chancellor, Jeremy Hunt, presented an Autumn Statement that was more of a Budget than many formal Budgets. Not only did his Autumn Statement result in a greater increase in the tax burden than most Budgets…

Continue Reading
6 Mar 2023
End of an Era

End of an Era

February 2023 has marked the end of an era at Thorntons Investments when our original team member, Graeme Young, retired after 24 years’ service.  He was instrumental in creating the Investment team within Thorntons Law, where he worked as a financial adviser until 2014, and after, when Thorntons Investment Management Limited became its own entity. …

Continue Reading
13 Feb 2023
Ins & outs of CGT

Ins & outs of CGT

Capital Gains Tax (CGT) is a form of taxation imposed on profits earned from the sale of certain types of assets. Gains are calculated by subtracting the purchase price and related expenses (such as sales charges) from the selling price.  If you plan to sell assets that have appreciated in value, such as real estate,…

Continue Reading
16 Jan 2023
Taxing Times

Taxing Times

With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you before 5 April 2023 in order to minimise any potential liabilities. Personal tax planning should be at the top of your agenda as the end…

Continue Reading
22 Dec 2022
Merry Christmas

Merry Christmas

From all of us here at Thorntons Wealth, we would like to wish you a Merry Christmas and Happy New Year. We wish you and your loved ones a very safe & happy festive period. Thank you for your continued support over the past year, and we look forward to working with you in 2023.

Continue Reading

AJ Bell:

Account Login