NRI Adviser
Hargreaves Lansdown accepts £5.4bn private equity takeover bid
The revised offer is 1,140p per Hargreaves Lansdown share in cash
Financial planning | 9 Aug 24
One in five HNWIs back ‘pension pot for life’, plus rise in annual allowance, ‘tax free’ lump sum
The firm’s fifth Saltus Wealth Index surveyed 2,000 people with assets of £250,000 or more and pension pots worth average of £484,000
Financial planning | 8 Aug 24
Voyant integrates financial planning tool with data from behavioural finance experts Oxford Risk
The integration will be released in Q3 2024
Dutch investment firm Vortex Capital Partners and tech boutique form strategic partnership
TP Tuned was established in 2015 to address the need of large multinationals for a more efficient approach to transfer pricing
Financial planning | 7 Aug 24
Total pensions overtaxation bill approaches £1.3bn as average UK reclaims soar
UK savers reclaimed £57m in overtaxation on pension withdrawals in April, May and June 2024