Compare Wealth Managers

Passing Wealth Forward: The Role Trusts Play in Modern Family Planning

Family wealth is often built with long-term intentions, but arrangements put in place at one stage of life do not always remain appropriate later on. While trusts are frequently perceived as complex or relevant only to a narrow group of families, they remain a practical tool for managing how assets are controlled, protected and passed on over time.

To understand how trusts are used in practice, and where they genuinely add value, we spoke with Ian Cook, Financial Planner at Quilter Cheviot, whose work focuses on long-term family planning and intergenerational wealth.

Click to watch the full interview: https://comparewealthmanagers.com/knowledge-centre/tax-and-inheritance/passing-wealth-forward-the-role-trusts-play-in-modern-family-planning

In this interview, Rebecca Barrett, Wealth Planner at JM Finn, helps us understand why this gap exists, what closing it actually looks like in practice, and why this is the starting point for any woman thinking seriously about her financial future.

Watch the full interview here: https://comparewealthmanagers.com/knowledge-centre/women-in-investing/the-uk-s-599-billion-gender-investment-gap-why-it-exists-and-what-to-do-about-it

What to Expect When You Sell Your Business: A Broker's Guide to Valuation, Buyers, and Getting a Deal Done

Most business owners approach a sale focused on one thing: the number. What they often underestimate is everything that happens between the first conversation with a broker and the moment a deal actually closes. Valuation, buyer qualification, confidentiality, due diligence, and the legal process each carry their own risks, and any one of them can derail a transaction that looked promising on paper.

As Derick Humphrey at Hornblower Business Brokers, explains, "a deal is not about the final price. It's about the journey." Understanding what that journey looks like, and where it most commonly goes wrong, is essential preparation for any owner thinking about a business sale.

Visit the link below to watch the full interview:
https://comparewealthmanagers.com/knowledge-centre/business-sale/what-to-expect-when-you-sell-your-business-a-broker-s-guide-to-valuation-buyers-and-getting-a-deal-done

Manufacturing businesses attract a particular intensity of buyer scrutiny. More than most sectors, buyers want to see predictability: consistent margins, a visible order book, a defensible product range, and a management team that does not depend on the owner to function. Getting all of those things right takes time.

As Mark Sykes, M&A Director at Hornblower Business Brokers, explains, "buyers are looking for predictability. Predictability will be delivered through a few key factors." Understanding what those factors are, and how buyers assess them, is the starting point for any owner thinking about a business sale.

Visit the link below to watch the full interview:https://comparewealthmanagers.com/knowledge-centre/business-sale/what-makes-a-manufacturing-business-attractive-to-a-buyer

When business owners begin exploring a sale, conversations naturally centre around valuation. For many sellers, the headline number quickly becomes the benchmark against which every offer is judged. If a buyer values the business at £5 million, the assumption is often that £5 million will arrive on completion. In reality, however, valuation is only part of the story.

As Mark Sykes, M&A Director at Hornblower Business Brokers, explains, “probably one in ten of any deals that are done actually get fully paid out on completion.”

Visit the link below to watch the full interview: https://comparewealthmanagers.com/knowledge-centre/business-sale/why-deal-structure-matters-more-than-headline-valuation

What Buyers Really Look for When Acquiring an IT or Managed Services Business

Many IT and managed services business owners assume that strong revenue and healthy profit figures are enough to attract a buyer. In practice, buyers look considerably deeper. What they are purchasing is not a snapshot of current performance: it is a stream of future income. How visible, secure and scalable that income is will determine not just whether a deal gets done, but at what multiple.

As Mark Sykes, M&A Director at Hornblower Business Brokers, explains, "buyers are looking for visibility and scalability from day one." Understanding where businesses fall short is decisive for any owner thinking about a business sale, even years away.

Read the article and watch the interview: https://comparewealthmanagers.com/knowledge-centre/business-sale/what-buyers-really-look-for-when-acquiring-an-it-or-managed-services-business