Please complete the form below to request a FREE HARD COPY
of the 2016 BPR Industry Report, supported by SOLLA


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Why should advisers be considering BPR? Typically, these BPR solutions  offer levels of return, access and flexibility that conventional estate planning solutions do not. Used judiciously they can be viable options for clients who want speedy access to IHT relief.”

TISH HANIFAN – JT CHAIR, BARRISTER & FOUNDER, SOLLA

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Find out what recent rule changes mean for the BPR industry

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Get in-depth analysis of new products in the market

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Learn about crucial BPR due diligence questions often missed

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Decide what represents good value for your clients using our key metrics data

What you'll get from this report

After reading the report, you will understand:

RISK LIMITATION: the generalist and specialist strategies of providers and their products and how they use them to limit risk

REGULATION UPDATES: how recent changes to the rules governing pensions, the nil rate band, probate, IHT and other reliefs all impact BPR

BPR QUALIFICATION: the rules that govern BPR-qualifying investments and why some of the investments are not as risky as your compliance function thinks

POPULARITY: why advisers are increasingly utilising BPR for their clients

TIPS & TRICKS: including why forming relationships with accountants and solicitors can be beneficial when it comes to BPR

The report will also give you:

DUE DILIGENCE & SUITABILITY INSIGHTS: including panel creation, signposts to helpful resources and where to focus when researching BPR investments

ESTATE PLANNING SOLUTIONS: a review of alternatives and examples of scenarios in which BPR investments are more beneficial

POLITICAL FORECAST: the outlook for BPR as a relief within the potentially volatile political landscape of IHT and tax reliefs

BPR PRODUCT UPDATE: types of products available and analysis of the market composition, minimum subscriptions, target returns, investment strategies, charges, and recent industry developments

DATA ON KEY INVESTMENT METRICS: such as charges, liquidity and returns


This report is supported by leading BPR providers

7/70

ArchOver

Alternative Finance

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ArchOver helps companies to borrow. We use innovative, forward thinking solutions that rewrite the rule book used by traditional lenders. For investors we seek returns that are attractive, secured and insured.
Our mission is to provide the most professional and usable market place for Borrowers and investors to connect.
ArchOver is authorised and regulated by the Financial Conduct Authority under Consumer Credit Licence 663239/1. ArchOver is not covered by the Financial Services Compensation Scheme.

https://www.archover.com/

17/70

Close Brothers

Tax Efficient

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Close Brothers Asset Management brings together the Group’s established asset management skills and provides a full range of advice, investment management and self-directed services to private and corporate clients and professional advisers.

We have specialised in managing client portfolios for over 40 years and our investment team and financial planning advisers are supported by more than 550 staff, working from 8 offices across the UK.

https://www.closebrothersam.com/

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Combined Financial Strategies

Wealth Management

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At Combined Financial Strategies (CFS) we believe there’s more to securing your future than just investing in the right products. We approach planning with ‘synergised thinking’ – carefully integrating your policies, accounts and investments so they’re working harder together to achieve your personal and professional goals.

http://www.cfsorg.com/

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Crowdcube

Tax Efficient

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Having founded, and worked for several entrepreneurial businesses, we understand how difficult it can be to raise money to start and grow a small business. The task of securing investment is a notoriously perplexing and sometimes sluggish process that can be a struggle at the best of times. In today’s economic climate this has become even more challenging.

We want to give entrepreneurs the opportunity to take control of raising funding from their own network of friends, family, customers and strangers.

We also want to give people the opportunity to become an armchair Dragon and build their own investment portfolio supporting exciting new British businesses. Crowdcube is authorised and regulated by the Financial Conduct Authority (No. 650205).

https://www.crowdcube.com/

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Guinness Asset Management

Tax Efficient

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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.

http://www.guinnessfunds.com/

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MMC Ventures

Tax Efficient

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MMC is one of the most active venture capital investors in the UK. We back entrepreneurs based in the UK with global ambition, and partner with them to provide capital and strategic input as they grow.

Founded in 2000, MMC has built a nationwide network that sources our proprietary deal flow and provides valuable connections for our portfolio.

We believe in putting our money where our mouth is. Of the £150m currently under management, over £10m has been invested by the MMC team – on the same terms as our investors.

Our investors are individuals and institutions whose risk appetite, outlook and values match our own. They invest through MMC fund structures that allow us to maximise their returns.

http://www.mmcventures.com/

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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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