Engage

Excellent format for the

event. Punchy and to the point

presentations from the most

important providers in the BPR market

and experts that understand why this is a

vital part of full IHT planning. Not the first

Intelligent Partnership event I’ve been to

and hopefully not the last.

Christopher Green

St James’s Place Wealth Management

The tax efficient Investment seminars

on EIS, VCT and BPR are well organised

and form an excellent introduction to a

complex area of client advice. They provide a good

overview of products and technical issues, and are a

great way to make new contacts.

Ewoud Karelse

Towry

The masterclass was a well

organised event with some

excellent speakers and very

useful information. I will be sure

to attend more classes in the

future.

Jonathan Willis

True Potential Wealth Management

These workshops are professionally run, with a

wide variety of credible presenters who really cover

pertinent matters. They are recommended to all

practitioners who operate in this area.

Mark Hynes

Wealth Strategies

In an area where it is difficult to get hold of

adequate training and technical information, the

masterclass provided good technical analysis,

access to good fund managers and an overview of

due diligence and suitability. I have been looking

for support like this and will be subscribing to the

Intelligent Partnership service.

Victor Mello

Midas Wealth Management

This was an excellent event. Professional

organisation, important subject matter, no padding

and high quality speakers giving clear messages on

a broad range of alternative investment options.

Brendan Llewellyn

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