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Month: April 2023

Drawdown, annuities or both?

Make sure your retirement strategy meets your needs and goals
It’s important to make a well-informed decision when it comes to deciding what to do with your pension pot: drawdown, annuity or a combination of both. Making the right choice will affect your retirement for many years. Continue reading →

April 18, 2023admin Leave a comment

Retirement planning for every life stage

Alleviate any fear and uncertainty you might have about your financial future
No matter what stage of life you’re in, it’s never too early or late to start planning for your retirement. By taking a personalised approach, you can develop a retirement plan that will work for you throughout your life. Continue reading →

April 18, 2023admin Leave a comment

Insurance that works while you can’t

2.5 million Britons lose at least £23,126 a year due to long-term illness
Losing your job due to an illness or injury could have serious financial consequences for you and your family. Rent, mortgage payments and other living costs may no longer be covered, leading to a lifestyle that’s difficult to maintain. Continue reading →

April 18, 2023admin Leave a comment

Recent Posts

  • Five ways to maximise tax year-end planning opportunities 2025/26
  • VAT on private school fees: the increasing cost of education
  • Pensions to fall under Inheritance Tax rules from April 2027
  • How to increase your State Pension
  • Should annuities be included in retirement plans?
  • Planning for early retirement
  • Passing on wealth through trusts
  • Unlocking 
financial freedom
  • Government considers Inheritance Tax reforms
  • Principles of successful investing
  • Planning a wealthy retirement
  • Reassessing strategies to minimise Inheritance Tax liabilities
  • Who will inherit your pension? Find out now!
  • Navigating market uncertainty
  • Why you should look to maximise your savings potential
  • What to consider when taking tax-free cash
  • Transferring wealth to the next generation
  • How much is enough for your retirement?
  • Have you lost track of your pension pots?
  • Trump’s tariffs create turbulence in global markets

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Thorntons Wealth
Whitehall House, 35 Yeaman Shore, Dundee DD1 4BU
T: 01382 797600 E: enquiries@thorntons-wealth.co.uk

Thorntons Wealth is a trading name of Thorntons Investment Management Ltd (SC438886) and Thorntons Wealth Management Ltd (SC241755). Both companies are registered in Scotland and the registered address is Whitehall House, 35 Yeaman Shore, Dundee DD1 4BU. The companies are authorised and regulated by the Financial Conduct Authority.