Financial Insight

Author: IFA Magazine

IFA Magazines ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.Featuring exclusive conversations with the most influential voices in financial services.
Be a guest on this podcast

Language: en

Genres: Business, Investing

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Get all podcast data

Listen Now...

Podcast #170: Bespoke portfolio services and tax-smart structuring, with Brooks Macdonald’s Adam Temple
Episode 263
Wednesday, 6 May, 2026

Now live: The latest episode of IFA Talk is available to listeners. This week, we explore how bespoke portfolio services and tax-efficient structuring are helping advisers deliver better client outcomes in an increasingly complex environment. To unpack this, Meg and Sue are joined by Adam Temple, Senior Investment Director - Head of London at Brooks Macdonald. As the firm celebrates 35 years of serving clients, Adam shares how its bespoke portfolio service is designed to help advisers deliver more tailored, tax-efficient solutions while adapting to ever-changing client needs and market conditions. This week’s conversation covers: Bespoke portfolio services in practice: Where BPS fits within an adviser’s proposition What sets BPS apart: Key differentiators in a competitive market Tax-smart structuring: Supporting more efficient long-term planning Looking ahead: How portfolio solutions are evolving with changing client needs You can explore Brooks Macdonald’s Bespoke Portfolio Service range mentioned within the podcast here: https://www.brooksmacdonald.com/financial-advisers/services-funds/bespoke-portfolio-service