News and Views


Keeping you up to date with what matters.

20 Nov 2024
Sportsquest is back in Edinburgh – Thursday 20 March 2025 at the EICC

Sportsquest is back in Edinburgh – Thursday 20 March 2025 at the EICC

Join former Scotland International Rugby Union players Andy Nicol and Donna Kennedy, along with football legend Alan McInally and Scotland Rugby player Rhona Lloyd, for an evening dedicated to sports trivia and supporting those that need it most. SportsQuest 2025 is a fundraising event curated to entertain whilst raising key funds for children and babies…

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20 Nov 2024
Mission Christmas 2024

Mission Christmas 2024

We have decided to participate in Cash for Kids Tayside’s Mission Christmas Appeal again this year.  There are too many children in the area living in poverty, who deserve a gift on Christmas Day! So, Mission Christmas is an annual campaign to gather Christmas presents for children in Tayside.  We are a registered ‘drop off’…

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14 Nov 2024
Post Budget 2024 Webinar: Key Financial Planning Insights

Post Budget 2024 Webinar: Key Financial Planning Insights

In case you missed it, Head of Financial Planning Chris Forde and Financial Planner Phil Annand held a webinar yesterday covering some of the key issues of the Autumn Budget 2024. What We Covered: Capital Gains Tax: Updates that may impact asset sales and tax-efficient planning Pensions and Allowances: Important revisions affecting retirement strategies Inheritance…

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13 Nov 2024
Main announcements from Chancellor Rachel Reeves at a glance

Main announcements from Chancellor Rachel Reeves at a glance

What does the Autumn Budget Statement 2024 mean for your money? Chancellor Rachel Reeves delivered Labour’s first Budget since 2010 on 30 October, after the party’s return to power in July’s general election. She announced tax rises worth £40bn, commenting that these would rebuild public services and stabilise the public finances. Economy Office for Budget…

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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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24 Oct 2024
Empowered savers

Empowered savers

Saving can bring you a level of financial freedom that transforms your life. By putting money away regularly, you create a financial cushion that can support you through emergencies, help you achieve significant milestones or provide peace of mind. A dedicated savings pot can be the foundation for achieving your dreams, whether buying a home,…

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17 Oct 2024
Take your pension to the max

Take your pension to the max

Throughout your working life, keeping track of your pension is crucial to ensure you save sufficiently for the future. Reviewing your pension can help you identify any potential shortfalls and, if necessary, increase your contributions to address these gaps. First and foremost, let’s explore how your pension operates. When you contribute to a personal or…

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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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23 Sep 2024
Income Protection Awareness Week 2024

Income Protection Awareness Week 2024

If you’re working, you probably don’t spend much time thinking about what would happen if you couldn’t. It’s easy to assume that life will continue as it is—steady income, bills paid on time, savings growing. But what if illness or injury took you out of work for an extended period? How would you manage? Income…

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