Trusts are a cornerstone of effective financial planning, providing a secure way to protect wealth, support loved ones and manage the transfer of assets. Despite their significance, many people remain unclear about what trusts are and how they work. So, what exactly is a trust, and why should it matter to you? A trust is…
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We are holding three events across Dundee, Aberdeen and Edinburgh on three consecutive dates in April, the 21st, 22nd and 23rd April. Dundee on Tuesday 21st April Aberdeen on Wednesday 22nd April Edinburgh on Thursday 24th April In this 90‑minute session, we will introduce the managers at Drumnor Investments and learn how they build and…
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The world feels more uncertain than ever, with 83% of UK adults agreeing that life has become less predictable, according to research[1]. This growing unease is reshaping how people view their finances, with six in ten (59%) feeling less confident about their financial future because of recent changes in the UK. From inflation to energy…
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International Women’s Day is an opportunity to recognise, celebrate and thank the incredible women who make a difference every day. At Thorntons Wealth and Thorntons Investment Holdings, we are proud of the women who work across our business. Their expertise, dedication and professionalism play an essential role in supporting our clients, strengthening our teams and shaping our culture. Today, we celebrate the women who…
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The Chancellor, Rachel Reeves, delayed her Autumn 2025 Budget until 26 November, creating a second consecutive protracted period of pre-Budget speculation. The late timing also meant her Spring 2026 Forecast has arrived just under fourteen weeks after her previous parliamentary set piece. The Spring Forecast 2026
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Recent research shows a significant change in savings attitudes, with over half of UK Cash Individual Savings Account (ISA) holders willing to explore the investment market. For the 2025/26 tax year, this offers a notable chance for savers to grow their wealth beyond the returns from traditional cash accounts. Since their introduction over twenty years…
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Yesterday, the Drumnor Progressive portfolio was placed second out of 342 growth portfolios for performance to the end of December. This is based on three-year performance data from Defaqto. Again, congratulations to the Drumnor team for achieving these results and recognition. To read the FTAdviser article which was originally published on the 11th February 2026,…
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Considering the later years of your life is an essential part of financial planning, especially when it involves how your assets will be distributed after you pass away. Many people think about gifting their dependents or family members an early inheritance. However, this requires careful planning and a solid understanding of inheritance tax rules to…
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The Drumnor Model Portfolios (MPS) came out top in terms of performance in 2025 for three categories and were highly placed in the other sectors in a report published by Trustnet. Trustnet are a leading financial research website, and these results take into account around 1,500 different models. To read the Trustnet article which was…
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In an era when job changes are common, millions of people in the UK risk losing touch with their hard-earned retirement savings. New research highlights a concerning gap in financial awareness, with many individuals potentially missing out on a significant part of their future income because pension pots from previous jobs have been forgotten. The…
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