by Alan Marks | Jun 26, 2023 | For Clients, Uncategorised
Adopt and modernise, sell up or merge. There’s much to think about for IFAs in the coming months, particular for those of a certain age that are perhaps considering retirement in the next few years, or least realise that at some point they will have to retire.The new...
by Alan Marks | Sep 23, 2022 | For Clients, Uncategorised
Don’t let the tax tail wag the dog. When I was out walking Leo, our “Rapidly developing a mind of his own” puppy over the weekend, I remembered a saying we often used when discussing investment opportunities with clients. “Don’t let the tax tail wag the dog.” There...
by Alan Marks | Jul 13, 2021 | Uncategorised
Can we all agree In 2015, if we were asked “Where do you see yourself in five years’ time, I am confident we can agree, we would all have got it wrong.For those of you that have already completed our recent survey, I am very grateful, for those that have not, I...
