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...
by Alan Marks | Oct 25, 2025 | For Clients
Why every adviser should consider a Pre-Sale MOT Thank you to those who replied to my last email regarding our consultancy services. I’m always pleased to talk with IFAs about any aspect of their business where support may be needed. And if I can’t help directly, I...
by Alan Marks | Oct 25, 2025 | For Clients
Consultancy That Works for IFAs Recently, I was on the way to meet a new client and was walking through Paddington Station with my colleague Matthew, when a familiar face strode past. He suddenly turned, gave me a thumbs up and shouted, “Earning more, working less!”...
