If you’re planning to sell your business, understanding Business Asset Disposal Relief (BADR) is essential. In 2026, further changes to BADR mean business owners—especially IFAs—need to carefully consider how these updates could impact the tax they pay on exit. In this guide, we break down how BADR works, what’s changing, and how t
You’ve spent years — maybe decades — building your financial advisory firm. But when the time comes to sell your IFA business, what actually happens next? Who do you speak to first?How is your business valued?How do you protect your clients, your staff, and your legacy? At IFA Acquisitions, we guide financial advisers through the full IF
The past year has continued the trend of consolidation and transformation across the financial advice and wealth management sector. Against a backdrop of regulatory scrutiny, strategic investment, and continued succession-driven activity, 2025 proved to be another significant year for mergers and acquisitions. Here’s a look back at some
No two IFA sales are ever the same. Each firm has its own people, priorities, and long-term goals — which is why a tailored approach to succession planning is essential. Recently, IFA Acquisitions supported the sale of a Yorkshire-based financial advice firm with £55m Funds under Management. While achieving a strong valuation was importa
TL;DR The Lang Cat’s Advice Gap Report 2025 reveals that only 9% of UK adults have taken financial advice in the past two years. Cost, trust, and accessibility remain major barriers. With Consumer Duty reshaping how firms serve smaller clients, advisers are innovating through subscription and hybrid models. IFA Acquisitions believes firm
As a financial adviser, you’ve spent your career helping clients plan for retirement. But have you stopped to consider your own retirement strategy? Many IFAs delay this decision due to client loyalty, regulatory complexities, or not knowing the best exit path. Yet with upcoming tax reforms and clear health implications of stopping
A major concern for any selling IFA is what will happen to your clients? Clients are often lifelong friends or acquaintances, and you will no doubt want to know they will be taken care of by the acquirer once you have exited the business. Many vendors worry their clients will no longer receive the same service and advice they are used to
Further tax changes could be on the horizon as Keir Starmer, Rachel Reeves and Angela Rayner refuse to guarantee there will be no more. Initially, Rachel Reeves, Chancellor of the Exchequer reassured business leaders at the Confederation of British Industry conference that there would be no further raises after the £40 billion tax hike a
This year has been characterised by major transformative events, altering economic, political and societal landscapes around the globe. From significant political shifts to changes in economic policy, let’s look back on some of the highlights and major acquisitions that impacted the financial industry in 2024! January Finli Group a
Gary Venner, CEO of IFA Acquisitions, analyses the announced budget and the impending impact on selling IFAs The Chancellor of the Exchequer, Rachel Reeves, delivered her first Budget yesterday; an event that was momentous in several ways, not least for being the first Budget from a female Chancellor, and the first budget from a Labour G
