I’m delighted to share with you the latest edition of INTEGRA magazine, our showcase for the value of integrated thinking across professional service firms.
As in previous editions, this issue explores a range of pertinent topics. Alison Parker, Head of Estate Planning, and Declan Healy, IFA at our Birmingham office, lead the feature on Succession Planning, offering insightful guidance on constructing an investment portfolio following the sale of a business.
INTEGRA is proudly supported by a partnership comprising of ELEVATION WEALTH MANAGEMENT, XEINADIN, ACUTE BUSINESS ADVISORY, and FELDON DUNSMORE SOLICITORS. Together with the support of our sponsors, we seek to highlight the added value delivered through our collaborative network. This edition will be distributed to over 30,000 affinity readers connected to one or more of our partners, clients, or sponsors.
I trust you will find this edition both informative and engaging. Should any of the topics be of relevance, we encourage you to seek further advice from your IFA.
I would be grateful if you could kindly forward the electronic copy to any business associates or personal contacts whom you believe may benefit from the insights shared or who may simply wish to broaden their knowledge on rosé wine, as featured in this issue.
To read the full magazine, click below.
I hope you enjoy the read!