Business Relief Showcase

MEET 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.

tick-44HEAR eight leading investment providers talk about their investment solutions

tick-44NETWORK with their investment specialists without having to commit to any further meetings

tick-44COMPARE key investment information, including charges and levels of risk and return

tick-44LEAVE confident that you have reviewed a representative sample of the solutions in the market


What will the event cover

The content is based upon our findings from surveying advisers for the annual BR Industry Report. Each presenter is asked to cover the same five issues that we know are key concerns for advisers:

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

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What advisers have said about our previous Showcase events

How is it different from

…reading our BR Guide?

We won’t explain basic information regarding Business Relief at this showcase, although one or two key rules may come up. The focus will be on specific investment providers and how their products could help meet client needs. While undoubtedly still educational and practical in nature, the day will concentrate on particular solutions.

…reading the BR Industry Report?

While our industry reports give a comprehensive overview of the market, this event will focus in on investment providers and their products. Where the history, development and current landscape of the market come into discussion, it will be as a backdrop for the investment solutions presented by leading providers.