BR Guide Second Edition

Industry Bodies www.sifa.co.uk www.societyoflaterlifeadvisers.co.uk www.step.org BR Service Managers Documentation, research, briefings and seminars, often CPD accredited, are regularly supplied by service providers. Advisers must make their own objective service comparisons, but in terms of education and relationship building opportunities, provider support can be very useful. For example, TIME Investments offer an IHT calculator that allows you to calculate your client's potential IHT liability in five easy steps at: www.ihtcalculator.com www.time-investments.com Market Research and Due Diligence www.micap.com Independent materials are also available to make researching the whole-of-market and analysing due diligence less daunting. These include MICAP, Tax Efficient Review and Tax Shelter Report which each offer independent research and reviews, with MICAP also providing an online platform for product comparisons and an audit trail of investment research. www.cisi.org/cisiweb2 www.cii.co.uk Support Tools and Resources About Intelligent Partnership Intelligent Partnership is the UK’s leading provider of insights and education in the tax advantaged and alternative investments space. We provide a suite of materials to keep advisers and industry professionals up to date with the latest developments and on course to meet their training and CPD targets. Our range of engaging, accessible and CPD accredited resources includes: E-LEARNING A series of e-learning courses for regulated advisers, paraplanners, accountants and solicitors that require a recognised level of knowledge and understanding in all areas of Tax and Estate Planning. Visit: www.intelligent-partnership.com/e-learning SHOWCASES Free events across the country, giving advisers the opportunity to build their knowledge of tax wrappers and less mainstream asset classes and ask questions. Providers present their investment opportunities on a like for like basis. For information about an event near you, go to: www.intelligent-partnership.com WEEKLY INVESTMENT BRIEFINGS A weekly snapshot of the latest articles, commentary and market data for financial services professionals, in two easy-to-read briefings on Tax Efficient Investments and Alternative Finance. Visit https://intelligent-partnership.com/investment-briefing-sign-up/ PROVIDER SPOTLIGHTS A deeper dive into individual providers giving their input on particular market issues and more detail on the strategies and offerings they have developed to address them. ANNUAL INDUSTRY REPORTS Free, award winning series including EIS, VCT, BR and AIM Reports offering ongoing observations and intelligence, the latest thoughts and opinions of managers and providers and a comparison of open investment opportunities. Visit: www.intelligent-partnership.com/research-format/publications