Next Generation Planning
AN INTERGEN GUIDE FOR PROFESSIONALS
In partnership with:
Intelligent Partnership is the UK’s leading provider of education and insights on Alternative Investments. We support financial advisers and investment providers that believe in delivering a diversified and engaging investment proposition to their clients.
Real Assets include investments into land, property and collectibles. They can be diversifiers, inflation hedges, stellar performers or unmitigated dogs. We aim to lift the lid on this sector through providing access to verifiable data and research.
VCTs, EIS and other tax efficient investments are designed to encourage investments in companies, using tax reliefs to tilt the risk/reward ratio back in favour of investors. We give advisers the tools to understand how they can utilise them for their clients.
Crowdfunding, Peer to Peer Lending and Invoice Financing represent a new asset class for investors, and they could finally challenge the status quo in financial services. We help advisers stay up to speed with this fast paced investment sector.
Well researched and written articles, market updates and investment commentary alongside topics and fundamentals affecting the sector.
- Market and sector updates
- Regular investment insights
- Bite-size video tutorials
Our training programmes and reports are accredited by the Chartered Insurance Institute and the Institute of Financial Planning for CPD purposes.
- Earn regular and varied CPD
- Broaden your knowledge
- Whole of market research
We provide advisers with the tools, education and support they need to create diversified and engaging investment propositions for their clients.
- Real Asset Investments
- Tax-Efficient Investments
- Alternative Finance Investments
Our dedicated team are on-hand and happy to support the needs of both new and existing subscribers across our range of products and services.
- Monthly subscriptions
- Access to research
- Investment expertise