by Alan Marks | Apr 12, 2026 | For Clients
Are you really ready to sell your business Are you really ready to sell your business? From our experience, the answer is often a resounding “no.” Most advisers understand that achieving the best price requires presenting the business in the best possible light. As...
by Alan Marks | Apr 12, 2026 | For Clients
The Time to Sell I was recalling recently, an interesting conversation with an IFA a few years ago who was considering selling their business. During our discussion they mentioned our guidebook to IFA sales, which states: “The decision to sell any business must...
by Alan Marks | Dec 8, 2025 | For Clients
No- Surprises- Yet Last week’s Budget delivered what many in our sector were expecting: confirmation that there were to be no additional increases to Business Asset Disposal Relief (BADR) thus the rise from 14% to 18% will continue to be rolled out in April 2026. But...
by Alan Marks | Nov 25, 2025 | For Clients
Are you an adviser wanting more control ? I had a lovely thank-you call this week from a young IFA I’d recently pointed towards a service that suited where he was in his career. It reminded me that many advisers find themselves in a similar position; self-employed,...
by Alan Marks | Nov 7, 2025 | For Clients
Beat The 2026 CGT Rise If you’re thinking about selling your IFA business, the timing question has a clear answer: start now. From 6 April 2026, the Business Asset Disposal Relief (BADR) rate on qualifying gains rises to 18% (it’s 14% for disposals up to 5 April...
