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


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

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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 Update?

While our Quarterly Industry Updates give a comprehensive overview of the market, this event will focus in on investment providers and their products. It will offer some insight from the key market players on the impacts of the key moves in the market and wider macroeconomic environment, but will also delve into the details of the investment solutions presented by leading providers.

Our BR Showcases are supported by investment experts from

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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/

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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/

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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/

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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/

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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/

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Velocity

Tax Efficient

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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.

 

www.velocity.co.com