Tavistock avoids £7m sale tax charge

The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.

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Tavistock hits £1.23m profit as performance turns around

Wealth manager and Financial Planner Tavistock Investments has posted a £1.23m profit for the year ending 31 March, in contrast to the £5.5m loss the previous year.

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Shareholders back £40m Tavistock Wealth sale

Shareholders in wealth manager and Financial Planner Tavistock Investments have voted at a general meeting in favour of selling the firm's multi-asset arm, Tavistock Wealth Limited, to Titan Wealth Holdings for £40m plus an earn-out.

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Date set for Tavistock Wealth sale vote

Tavistock Investments’ has set a date for its General Meeting at which its shareholders will vote on the proposed sale of its multi-asset management arm, Tavistock Wealth Limited to Titan Wealth Holdings.

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