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.

The BR Showcases are supported by investment experts from

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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

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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/

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Downing LLP

Tax Efficient

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At Downing, we aim to make a difference in the lives of our investment community. We design & manage investment products that help investors look after their financial wellbeing, while our investment partnerships support businesses in their ambitions.

In uniting the two, we build lasting relationships that become the foundation of our investment community. And in our openness to learn how to develop these we continue to evolve. We value flexibility, transparency and integrity in everything we do.

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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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Ingenious

Tax Efficient

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Our portfolio of alternative investment opportunities focus on clean energy,
real estate, media and entertainment. Our professionals draw upon unrivalled industry relationships and deep sector expertise and investment experience.
Wherever we invest, we always apply the same principle – only investing our clients’
money where we are happy to put our own.

We seek to balance the stability and rigour of a trusted institution with the dynamism and entrepreneurial spirit of a growth business.
Our ethos and approach have delivered over a decade of alternative investment opportunities to an ever-expanding client base of individuals, institutions, family offices and corporate investors.

http://www.theingeniousgroup.co.uk/investments

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Oxford Capital

Tax Efficient

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Oxford Capital aims to make EIS investments accessible, easy to understand and hassle-free for investors and their financial advisers. The firm has two distinct EIS strategies – Investment in high growth companies from a range of industries and investment in companies which own infrastructure assets. The Oxford Capital Growth EIS portfolio backs established businesses to support their expansion. Oxford Capital builds each investor a portfolio of around 8-10 companies, providing the tax advantages of the EIS whilst mitigating some of the risk of smaller company investments through diversification. The Oxford Capital Infrastructure EIS invests in companies which own and operate infrastructure assets, such as renewable energy installations, earning revenues through long-term contracts. Because the investments are asset-backed, the Infrastructure EIS has a lower risk profile than some other EIS investments.

www.oxcp.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/