Selling an IFA Business

When the time comes to step away, we’ll guide you through the process, helping you achieve the best outcome for everyone involved.

Helping you exit on your terms

Selling your business is a big decision – and often a once-in-a-lifetime one. When the time feels right to move on, you’ll want the reassurance that your clients and team will continue to be well looked after.

Wherever you are in the process, choosing the right partner is key to ensuring the care and service your clients are used to continues for years to come. With a proven track record of IFA acquisitions, we’ve got the expertise to help, whether you’re exploring your options now or planning ahead for the future.

Your guide, through it all

With any business sale, there’s a lot to think about. From when to sell to what you’ll leave behind, and all the complexities in between, it’s only natural to have questions.

We’re always here for a confidential conversation, whenever you’re ready. In the meantime, we’ve produced a handy, free-to-download brochure detailing what’s involved and how we can support you.

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Insights

The better you understand the world of finance, the easier you’ll find it to make sound financial decisions. Get all the latest news, views, commentary, and analysis here.

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ISAs Under Attack

For the first time since their introduction back in 1999, some of the money you hold in an ISA could become subject to tax. we break down the changes in more detail and assess their impact, but more importantly, look at why ISAs will remain a valuable piece of the Financial Planning puzzle.

Iran & Inflation – Strait Talking

In our latest Quarterly Market Update, Paul Kelly speaks with Dr Scott Osborne about the ongoing conflict in Iran, and its possible impacts, as well as looking at inflation; they also provide clients with a clear understanding of how the funds are currently positioned.

Gifting Your Home To Avoid IHT – A Costly Mistake?

‘If my house is going to be subject to Inheritance Tax anyway, why not gift it to my children now and take it out of the estate?’ This is one of the most misunderstood and poorly executed estate planning strategies. In this video, we walk you through the main pitfalls, explain when this approach does and doesn’t work for Inheritance Tax planning, and highlight the risks, including the loss of control, that are often overlooked and could cost you far more than you expect.

Your stories

Our clients mean everything to us, and we’re delighted some of them have shared their stories for all to see. Discover why they’re happy to recommend us to others.

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