Industry
UK taxman overtaxed more than 460,000 people last year
And they were forced to submit refund claims to get their money back
St James’s Place acquires Scottish advice firm
Deal a ‘natural next step in the continuation of a long-standing and successful business relationship’
HSBC PB Switzerland to pay $192m for US tax evasion case
It maintained accounts in names of nominee entities established in the BVI, Liechtenstein and Panama
Women-focused wealth business joins UK adviser
To improve the representation of women within the industry
Chinese wealth management service provider acquires Hong Kong firm
‘We will continue to evaluate other business and growth opportunities as they arise’