Retiring IFA - Blog

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James looked over the home he worked so hard for, for what he knew, would be the last time…

He was sure he had thought of everything when it came to being successful…

Start an IFA business, nourish it with many years of hard work, and sell it for a premium price.

But he forgot a vital step. Many of y...

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 fe...

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.        ...

With everything that’s going on in the world, it’s been hard to find reasons for hope or celebration.

But recently we’ve been flipped onto Shrove Tuesday.

Although it may seem like a small victory, I’m sure we all enjoyed flipping pancakes without a care in the world on Tuesday. 

I enjoyed it so much I forgot about the Christian festival that follo...

Are you still enjoying the snow?

It seems the UK is on its third cold snap of the season.

And the more we have, the colder they get.

If you’re anything like me, you’re incredibly jealous of the stunning scenes pictured around the UK at the moment. From the Yorkshire Dales, to the Scottish Highlands, the UK has never looked so beautiful.

We may not be able to ...

How Social is your Media?

Are you tired of not understanding anything the “younger” generation are saying?

Want to know how to make your company “cool” or “sick”, which I’ve been told are good things, by the way.

You don’t have to learn the language of the new generation to have a successful IFA firm, but you do need to learn how...

The government have warned that the next few weeks may be the worst ever recorded throughout our pandemic…

I’m sure we all thought that the worst weeks of the pandemic were far behind us…

Seemingly not.

Despite vaccines being rolled out in their millions and the most vulnerable being immunised, it still feels as though we are living in the dark ages.  ...

Another year, another lockdown...

It’s fair to say we thought this part of our lives might be over by now.

I’m sure we’re all sighing in disbelief at the new variant and the call to action to stop its transference.

But maybe this will be third time lucky…

It doesn’t have to be third time lucky when trying to exit the industry though.

...

Don’t wait around for good things to happen…

You might be waiting forever in the current climate…

With coronavirus taking hold for a long year, climate change continuing to be a hovering grey cloud, and Brexit refusing to leave, it seems positivity is nowhere to be found.

However, you can create your own good news…

Let us help.