Retiring IFA - Blog Archives

To gain tax, or not to gain tax…

That is the question.

And one that was answered with the dreaded reveal of the Budget a few days ago…

Surprisingly, it was good news! Capital Gains tax did not increase.

Not only is it staying put for this year, but it has been frozen until 2026.

Which makes it the perfect time to acquire an IFA practice or block of fees.

Download our eBook The Three That Lose You Clients as a Result of Acquisition now, and get the ball rolling.

You wouldn’t want to run aground in 5 years’ time when the CGT does increase, and you need to acquire a new IFA practice, or block of fees just to keep afloat.

Don’t put yourself in that position.

Keep your world afloat by starting the acquiring process today.

Best wishes, 

Steve Hagues 

PS Want to know the five biggest blunders made by firms in their communications plan? Click here. 

PPS Want to know what the market is doing right now? Click here, our expert consultants are here to update you with all the information you seek!

Is the end in sight for you?

It seems the government may finally have us on the road to recovery…

On the 8^th of March children go back to school, which I’m sure we’re all pleased about.

On the 17^th of May we can see people who aren’t in our household.

And on June 21^st we can all be free.         

You don’t have to be though…

Download our eBook the Five Ways Not to Buy an Advisory Firm, now.

It can be your roadmap for easing into acquiring an IFA practice. 

Take our advice, along with the Government’s, and ease yourself back into the real world. 

There’s never been a better time to do it. 

Best wishes, 

Steve Hagues 

PS Want to know what’s on our Due Diligence Checklist? Click here. 

PPS Want to know what the market is doing right now? Click here, our expert consultants are here to update you with all the information you seek!