A Professional’s Guide to 

Estate Planning

An up to date and comprehensive resource that contains the information required to make informed decisions.

 

 

 

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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.

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Real Asset
Investments

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.

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Tax Efficient
Investments

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.

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Alt. Finance
Investments

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.

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Social Impact
Investments

Social impact investing is an increasingly important consideration, learn more about investment opportunities that intentionally place new capital in businesses that seek a measurable social impact alongside a financial return.

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Content

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

Education

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

Solutions

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

Support

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

Sample content from our Research Hub