News

30 Jan 2024
Succession planning, a family affair

Succession planning, a family affair

Transferring wealth within a family is a delicate process that requires clear communication and effective planning. Otherwise, it could lead to a potentially large tax bill and bad feelings in the family. This narrative was depicted in the hit American HBO series ‘Succession,’ which centred on the Roy family, the owners of global media and…

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16 Jan 2024
Tax-saving measures

Tax-saving measures

Have you recently evaluated your personal tax situation? Is your tax structure optimised for efficiency? As we approach the end of the tax year on 5 April 2024, it presents an ideal opportunity to assess and leverage the various allowances and reliefs available to enhance your tax profile. Allocating time for this review can provide…

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20 Dec 2023
Taking the first step

Taking the first step

Embarking on the journey of investing can seem intimidating initially, but with a long-term perspective, it can significantly accelerate the achievement of your financial goals. It’s normal to feel a mix of excitement and apprehension as a first-time investor. There’s a lot to navigate – stocks, bonds, mutual funds, market trends and a sea of…

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18 Dec 2023
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 2024.

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8 Dec 2023
Aspiring towards retirement

Aspiring towards retirement

Retirement is often envisioned as a time to unwind and indulge in our passions after years of hard work. However, recent research indicates that many individuals feel apprehensive about retiring due to financial and emotional concerns[1]. The rise of ‘retirement anxiety’  The escalating cost of living is putting a strain on income and savings, leading…

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30 Nov 2023
Taxing times for 2023

Taxing times for 2023

As we approach the end of the year, taxpayers should begin assessing their tax obligations. This is not a task to be left to the eleventh hour, especially considering tax changes coming into effect in 2024.  This is also particularly true for 2023, a year already marked by several tax changes that impact higher rate…

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16 Nov 2023
“Time in the market”, not “timing the market”

“Time in the market”, not “timing the market”

In the investing world, the allure of quick profits and instant gratification often tempts some investors to employ a ‘market timing’ strategy. This method involves buying or selling financial instruments based on predictions of future market price movements. Market timing is an active investment strategy aiming to beat the traditional buy-and-hold strategy. It involves moving…

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13 Nov 2023
DACC – In Your Shoes – Adam Rutter

DACC – In Your Shoes – Adam Rutter

This article was written for Dundee & Angus Chamber of Commerce – click here to view the article on their website.   Monday 6th November – Fireworks, Football and Cycling. After a weekend of watching the fireworks and attending the Dundee United game it was finished off with a cycle to Broughty Ferry on Sunday. Back…

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6 Nov 2023
Talk Money Week

Talk Money Week

This week Thorntons Wealth is supporting #TalkMoney Week, designed to get us all talking more about the pennies in our pocket, our thoughts and feelings around money, and how and where to get help if and when you need it. Quite often, it’s just saying the words out loud that’s the hardest part. So, we’re…

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26 Oct 2023
Preparing the next generation to engage with their finances

Preparing the next generation to engage with their finances

Passing on the benefit of your experience to your children or grandchildren is crucial for their future success. However, financial planning can be complex, and even the most knowledgeable individuals may need help. Breaking down barriers around talking about family wealth takes time and patience. It requires on-going conversations and a willingness to address any…

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