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Companies

Aviva preference shares: Advisers flag 'inappropriate' cancellation tax hit to unwary retail investors

Companies

Aviva preference shares: Advisers flag 'inappropriate' cancellation tax hit to unwary retail investors

Concerns communications around 'clumsy' move may not be 'clear, fair and not misleading'

clock 28 March 2025 • 6 min read
Advisers and retail investors warned on Aviva £450m preference share cancellation impact

Companies

Advisers and retail investors warned on Aviva £450m preference share cancellation impact

Follows institutional investor vote that saw none vote against

clock 21 March 2025 • 9 min read
Amber River NI snaps up Belfast advice firm Finance Matters

Companies

Amber River NI snaps up Belfast advice firm Finance Matters

Deal completed end of February

clock 14 March 2025 • 2 min read
Kingswood board changes as PE takeover proceeds

Companies

Kingswood board changes as PE takeover proceeds

Pollen Street Capital subsidiary HSQ moves forwards with purchase

clock 14 March 2025 • 1 min read
Advice tech firm Focus completes management buyout from Abrdn

Companies

Advice tech firm Focus completes management buyout from Abrdn

Abrdn remains minority investor

clock 16 December 2024 • 3 min read
Mattioli Woods snaps up Cullen Wealth

Companies

Mattioli Woods snaps up Cullen Wealth

Companies House filings outline pre-Budget swoop

clock 04 November 2024 • 2 min read
Financial planning firm Boosst becomes employee-owned

Companies

Financial planning firm Boosst becomes employee-owned

100% of shares transferred to the EOT without imposing any third-party debt

clock 28 October 2024 • 2 min read
Openwork receives minority investment from Bain Capital

Companies

Openwork receives minority investment from Bain Capital

Following the network’s hunt for minority investor support in 2023

clock 28 October 2024 • 2 min read
Hargreaves Lansdown founders praised after takeover bid

Companies

Hargreaves Lansdown founders praised after takeover bid

£5.4bn PE consortium offer was accepted in August

clock 13 September 2024 • 2 min read
Nick Train tight-lipped on Hargreaves Lansdown takeover

Investment

Nick Train tight-lipped on Hargreaves Lansdown takeover

Shareholders to vote on consortium's £5.4bn bid for Hargreaves Lansdown

clock 16 August 2024 • 1 min read
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