Register below for FREE and INSTANT ACCESS to the 2017 BPR Industry Report

  • Discover the latest developments in the BPR market
  • Learn about the latest statistics on IHT receipts and estates passing on death
  • Explore the latest open offers in the market and how they compare to each other
  • Compare BPR to other estate planning solutions
  • Review how your peers use BPR qualifying investments with our adviser survey and roundtable
  • Earn up to 4 hours of CPD

2/19

Unbiased

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Unbiased

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Professional Adviser

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Professional Adviser

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Portfolio Adviser

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Portfolio Adviser

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Money Marketing

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Money Marketing

6/19

Financial Reporter

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Financial Reporter

7/19

Financial Adviser

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Financial Adviser

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City Wire

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City Wire

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Investors Chronicle

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Investors Chronicle

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Intrinsic

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Intrinsic


After reading the report, you will understand:

How BPR works in practice: Read our client case study to learn about the application of BPR in estate planning

Residence Nil Rate Band: How the new RNRB works and the implications it has for estate planning

Power of Attorney issues: Issues to consider when utilising BPR qualifying investments under a POA

BPR rules: A summary of the key conditions and rules on BPR qualifying investments and investors

The report will also give you:

Estate planning solutions comparison table: Explore and compare the characteristics of some common estate planning solutions

Industry analysis: A detailed look at the market composition, charges & fees, returns & hurdles and other key investment metrics

Manager roundtable: See what the fund managers have to say about the impact of the Residence Nil Rate Band and underlying investments

Adviser roundtable: Discover how some of the most active advisers use BPR qualifying investments with their clients

“The third edition of this annual industry report outlines the current state of the BPR market. It provides statistics on IHT receipts and estates, an analysis of current investment opportunities, alongside surveys and interviews with both IFAs and investment providers.”



The report is packed with useful information which has to be available to every adviser describing him or herself as independent and whole of market.

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Kevin Scott Herbert Scott

A very detailed and interesting read which will greatly improve your knowledge, helping you to identify opportunities when such products may be advisable.

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Richard Gaunt Gamble Gaunt & Mole

This is an extremely clear well written and helpful report on Business Relief.  Which, given that it covers a wide range of aspects, is surprisingly concise.

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David Mitchell Dennehy Weller & Co

A concise, well structured overview of BPR, enhanced with details of some available offerings, that bring greater confidence to the adviser.

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Andrew Watts South West Financial Planning LTD

Need more than one copy? You just need to cover postage and handling


Order three copies, one for you and a copy for two of your colleagues

Order 10 copies, share with colleagues and leave a couple in reception

Order a box, share them around the office or with your favourite clients

The 2017 BPR Industry Report is supported by leading investment providers

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Deepbridge Capital

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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

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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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Guinness Asset Management

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Guinness is independent and focused purely on investment management. Our in-house economic, industry and company research allows us to take an independent view and not be led by the market. Our size and specialist nature also means we have the ability to respond quickly and efficiently to any market movements.

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Octopus Investments

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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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Stellar

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Stellar is an investment specialist providing tax-efficient services for financial advisers and their clients
We work with financial advisers, planners, wealth managers and other financial intermediaries to offer investment opportunities that mitigate risk and deliver attractive, long-term returns.

http://www.stellar-am.com/

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TIME Investments

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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

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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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Committed Capital

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Committed Capital specialises in investing in and providing corporate finance advice to fast growing companies. We typically invest from £1 million to £5 million in promising businesses and have advised companies on a range of transactions up to £25 million.
We offer more than just financial investment, we also offer what we call “Executive Capital”. Our experienced team of private equity, corporate finance and consulting professionals and senior operational managers both invest and advise. This can range from strategic guidance or transaction support to sharing knowledge of a particular sector or even taking an executive role alongside an investee company’s management team.

By working closely together, we believe that we can assist developing companies to fulfil their potential, thereby increasing their value and providing better returns for all stakeholders.

This approach can create or unlock significant growth potential within investee companies, and, more importantly, can be critical in pre-empting, or reacting to, investee companies’ operational difficulties.
https://www.committedcapital.co.uk/landing/