Bespoke portfolio services and tax-smart structuring
How bespoke portfolios are reshaping adviser strategies
Senior Investment Director - Head of London, Adam Temple, joined IFA Magazine's IFA Talk podcast to explore how bespoke portfolio services (BPS) and tax-smart structuring are reshaping adviser strategies.
In the episode, Adam shares how Brooks Macdonald’s BPS supports advisers in navigating a more complex and evolving advice landscape.
The conversation explored:
🔹Where bespoke portfolios fit within an adviser’s proposition
🔹What sets BPS apart in a competitive market
🔹How tax-smart structuring supports more efficient long-term planning
🔹How portfolio solutions are evolving with changing client needs
To listen to the full episode, click the link below:
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