Business Relief Showcase
BUSINESS RELIEF SHOWCASE
Meet up to eight providers of BR qualifying investments in one morning
Review a representative sample of smaller company investment solutions in one half-day event, without having to undertake your own expensive and time consuming research.
HEAR up to eight leading investment providers talk about their investment solutions
NETWORK with their investment specialists without having to commit to any further meetings
COMPARE key investment information, including charges and levels of risk and return
LEAVE confident that you have reviewed a representative sample of the solutions in the market
What will the event cover
The content is based upon feedback from providers and attendees over what they want to hear discussed. Each presenter is asked to cover the same key issues that we know are top concerns for advisers:
MARKET OVERVIEW: a rundown of the key developments in the market in recent months, informed by our latest Quarterly Industry Update
THE INVESTMENT PROVIDER: ownership, length of time in the BR market, relevant AUM, performance track record and financial strength
INVESTMENT OBJECTIVE: growth, capital preservation, income, or a combination of the three, and the targeted level of annual returns
UNDERLYING INVESTMENTS: What are they, how will they generate returns and how is liquidity achieved?
CHARGES BORNE: charges both the investor and the investees face during the product’s lifetime, including performance, admin, and deal fees
SUCCESSFUL DEATHS OF THE PRODUCT: how many estates have successfully claimed for relief from HM Revenue and Customs
INDUSTRY EDUCATION: a discussion covering a range of topics that are of particular interest to the market
What advisers have said about our previous Showcase events
There is little enough education on this highly technical area of the market, so when you do have a chance to learn from and speak to 8 different providers at the same event, on the same day why wouldn’t you attend? A well-structured, informative and well run conference, which was an excellent use of my time.
What a great and succinct way to meaningfully compare providers and get an understanding of what they do, how they do it and what they charge for doing so.
Like a website comparison site for BPR providers but in the flesh.
A very well run event giving exposure to a large number of top providers in the BPR sector. Well worth attending if you are looking to research providers or increase knowledge in this area.
- How stealth tax rises are driving demand for BR?
- What happened to inflows for Business Relief in 2020/21 and what does that mean for the future?
- Why are income options increasing in BR when dividends elsewhere have been devastated by the pandemic?
- ESG has become a huge issue within investments, but where does it sit within BR offers?
- How can Business Relief companies continue to deliver investment performance, economic growth and innovation and help drive the UK’s post-pandemic and post-Brexit recovery?
- With intergenerational wealth planning such a critical issue, where does Business Relief fit into tax planning for the next generation?
- How could Business Relief be an answer to pension issues created by Covid-19?
Our BR Showcases are supported by investment experts from
Foresight is a leading, independent infrastructure and private equity investment manager owned by its partners, who together have combined investment experience of over 200 man years across a wide variety of sectors. Foresight’s three investment teams operate on a collaborative basis with a pro-active and pragmatic investment style.
With current assets under management of over £1.5 billion, raised from UK and international private and high net-worth individuals, family offices, pension funds and other institutional investors, Foresight strives to generate increasing dividends and capital appreciation for our investors over the long term.
Octopus is a very different type of investment company. Whether you’re a financial adviser, an investor looking for tax-efficient ways of investing in the UK’s smallest and most dynamic businesses, or a company seeking finance for growth, we’re here to help. By putting your needs first, by listening and really understanding what you want, we can help you do smarter things with your money.
We manage nearly £5billion for over 50,000 customers. We offer straightforward products which solve problems faced by real people. We don’t believe in unnecessary complexity and only launch products when we’re confident they’ll do what we say they will. We’re working hand-in-hand with some of the UK’s most successful entrepreneurs and management teams, financing companies capable of creating, transforming or dominating markets. Exceptional customer service and clear communication are integral to everything we do.
At Octopus, we’re building the best team possible. We hire the most talented people we can find, from both inside and outside our industry.
Puma Investments has a strong track record in providing asset-backed funding to established businesses across the UK. Our multi-disciplinary team is able to draw upon a nationwide network of offices to source, evaluate and execute transactions.
Our principal focus is on capital preservation and generating stable returns for our investors whilst seeking to offer robust downside protection. The business was founded on and continues to follow two guiding principles: protecting capital and minimising risk. This has always been and will continue to be our promise to our investors and business partners.
TIME provides tax efficient investment solutions and we’re proud to say we’re rather good at it – our original Inheritance Tax service boasts an impressive 22 year track record of successfully achieving Inheritance Tax savings for our investors. What stands us apart in our market is our focus on seeking consistent stable returns which we deliver through a defensive investment strategy. We pride ourselves on offering real transparency around our products, what we invest in and what the risks are. We’re dedicated to supporting the adviser market and we recognise that our services require professional advice, which is why we don’t accept direct investments. We also have a nationwide sales team on hand to assist financial advisers in identifying solutions for their clients’ financial concerns, dealing with technical queries and delivering one-to-one support.
We are an established private partnership founded in 2004. As an expert investment company, we build innovative products for investors and offer attractive financing solutions to a range of businesses and organisations in both the public and private sector.
Established in 2015, Velocity Capital Advisors Limited was set up as a vehicle to facilitate participation in exciting, young companies, which have technology at the core of their offering. Velocity advises the Velocity SEIS and EIS funds, which focus on technology enabled businesses. Taking an active, not passive management approach with fund investee companies, Velocity looks to work with companies that are innovative, can scale quickly and provide a product or service that is genuinely useful to their customers, whether B2C or B2B.