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.

tick-44HEAR up to 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

HAMPSHIRE

15 Sept

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EXETER

16 Sept

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BIRMINGHAM

22 Sept

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YORKSHIRE

23 Sept

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BRISTOL

28 Sept

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LONDON

29 Sept

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What can you expect


BR MARKET UPDATE
A presentation from Intelligent Partnership
on the current market landscape


INVESTMENT PRESENTATIONS
20-minute presentations from a selection
of BR investment providers


NETWORKING EXHIBITION
Scheduled breaks allow you to network with investment
specialists from each provider on their stands

 

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:

THE INVESTMENT PROVIDER: ownership, length of time in the market and financial strength

INVESTMENT OBJECTIVE: growth, capital preservation, income, or a combination of the three, and the targeted level of annual returns

UNDERLYING INVESTMENTS: How will they generate returns and how is liquidity achieved? What is the process to identify suitable investments

DETAILS ON ALL CHARGES: 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

TRACK RECORD: AUM in BR, performance track record in BR and performance track record of the product

COVID-19: How they’ve dealt with the fall out from the pandemic including underlying investments, the impact on performance, and actions taken

DIFFERENTIATION: What differentiates the product from others in the market

ADVISER/INVESTOR SUPPORT: How advisers/investors are supported on the due diligence and investment journey into the product

What advisers have said about our previous Showcase events

Our BR Showcases are supported by investment experts from

12/81

Blackfinch

Tax Efficient

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Blackfinch Investments is an established and experienced manager in the UK market for tax efficient and capital protected investments. Blackfinch specialise in Inheritance Tax mitigation through Business Property Relief (BPR) for both individuals and corporate entities, Enterprise Investment Scheme (EIS) Portfolios and also Seed EIS (SEIS) Portfolios. With a focus on capital preservation, Blackfinch look to protect investor capital through asset backed investment strategies in sectors such as property, lending, renewable energy and media. Underpinning this investment strategy is a first class client services and intermediary support team based in both London and Malvern, Worcestershire. Their approach embodies the Blackfinch philosophy: efficient client-focused solutions delivered in a simple and transparent way.

www.blackfinch.com

26/81

Deepbridge Capital

Tax Efficient

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Deepbridge is a different kind of investment manager. We work closely with financial advisers and investors to design innovative products, ranging from investment in technology growth companies to asset-backed renewable energy projects. We also partner with innovative and committed management teams to help UK based companies realise their potential and become successful leading-edge businesses. Deepbridge operates across four principle divisions: disruptive technology, sustainable technologies, life sciences and renewable energy. Take a look through our website to find out how we could help you.

http://www.deepbridgecapital.com/

30/81

Foresight Group

Tax Efficient

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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.

http://www.foresightgroup.eu/

48/81

Octopus Investments

Tax Efficient

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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.

http://www.octopusinvestments.com/

54/81

PUMA Investments

Tax Efficient

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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.

http://www.pumainvestments.co.uk/

65/81

TIME Investments

Tax Efficient

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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.

http://www.time-investments.com/

66/81

Triple Point

Tax Efficient

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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.

http://www.triplepoint.co.uk/