Technology Report 2017

Tax Efficient Members Only Technology Report 2017

  • With our world class universities and research sector helping to set the agenda, and many companies located outside London, helping to drive growth in the regions, the Technology sector is a UK-wide success story.  Access to it via tax-advantaged venture capital investments makes it even more interesting.

Peer to Peer Lending Report 2017

Alternative Finance Members Only Peer to Peer Lending Report 2017

  • Innovative online lender to borrower matching has given peer to peer lending platforms a cost advantage over the larger and less nimble traditional finance institutions, leading to very attractive rates for those looking to invest and those looking to borrow.

VCT Industry Report 2016-17

Tax Efficient CPD Accredited Members Only VCT Industry Report 2016-17

  • The report comprises a summary of VCT, an update on the market today, tips on how to advise on VCT, an analysis of current investment opportunities, and surveys and interviews with both IFAs and investment providers to get a temperature check on how they perceive the sector.

    We strike a balance between covering old ground for the benefit of new readers, and looking at new developments and interesting areas that we haven’t covered before. New readers who want more depth on some of the basics, such as the benefits of a portfolio approach or how to carry out due diligence, should download copies of previous reports to find more detail.

EIS Industry Report 2016-17

Tax Efficient CPD Accredited Members Only EIS Industry Report 2016-17

  • The report comprises a summary of EIS, an update on the market today, tips on how to advise on EIS, an analysis of current investment opportunities, and surveys and interviews with both IFAs and investment providers to get a temperature check on how they perceive the sector.

    We strike a balance between covering old ground for the benefit of new readers, and looking at new developments and interesting areas that we haven’t covered before. New readers who want more depth on some of the basics, such as the benefits of a portfolio approach or how to carry out due diligence, should download copies of previous reports to find more detail.

Long Income Property Report 2016-17

Real Assets CPD Accredited Members Only Long Income Property Report 2016-17

  • Long Income Property is a relatively recent sector that is well placed to provide stable income yields at a time when political and economic uncertainties threaten to fuel volatility and struggling capital values in the wider property market. Intelligent Partnership report have published a 60 page sector report focused on this asset class, which was, until recently, the reserve of pension funds and other institutional investors. The intention is to give advisers and financial planners, an easy to read, CPD accredited resource that explains the strengths of Long Income Property for their clients.

AIM Industry Report 2016

Tax Efficient CPD Accredited Members Only AIM Industry Report 2016

  • Intelligent Partnership have published the first ever industry report focused on the AIM market. Part of their award winning Alternative Investment Report (AiR) series, the 80 page, CPD accredited report takes an in-depth look at AIM from advisers and financial planners’ point of view, with a particular focus on tax efficient investments.

BPR Industry Report 2016

Tax Efficient CPD Accredited Members Only BPR Industry Report 2016

  • The Report is 40,000 words and 110 pages long, and is a quick way for advisers to gain an overview of the BPR market – covering the types of products available, the risks and the key features to be cognizant of, suitability, market data and the political outlook for the relief. A section dedicated to planning case studies has also been included. In addition, the Report will also update readers on the new products that have been launched and examine how they have changed the composition of the market, and what new options advisers have when sourcing products for their clients.

    The report also includes a survey of advisers and a write up of an adviser roundtable Intelligent Partnership held to see how advisers feel about BPR, how they use the products and what they think their peers need to know about the sector.

EIS Industry Report 2015-16

Tax Efficient CPD Accredited Members Only EIS Industry Report 2015-16

  • The report surveys advisers, investors and providers and includes a comprehensive market analysis of the EIS sector. We look at the trends that are shaping the current market and our research will give readers reference points that provide a benchmark for costs, fees, the level of target return and other key features. We also discuss suitability, due diligence, the development of the SEIS and SITR and tools available for advisers. Whether coming this sector for the first time or wanting to keep up-to-date with the latest developments, this report provides a useful overview.

VCT Industry Report 2015-16

Tax Efficient CPD Accredited Members Only VCT Industry Report 2015-16

  • This is the first ever VCT Industry Report aimed at advisers. Compiled in autumn 2015, the report covers the history and development of the sector as well as looking at the opportunities that are available in the market today and the different operating models of VCTs. Readers will learn about the changes in legislation that were introduced in 2015 and the impacts they will need to consider when investing; the tax reliefs available and how they can be used to create tax efficient decumulation strategies at retirement; the challenges with analysing performance and fees and how they can be overcome; and suggestions for carrying out suitability assessments, due diligence and putting together investment panels. Finally readers will learn how their peers and other investors view the VCT market.

Dry Bulk Shipping Report 2015-16

Real Assets Tax Efficient CPD Accredited Members Only Dry Bulk Shipping Report 2015-16

  • Dry Bulk Shipping is an established industry that has been around for centuries and is essential to global trade. The industry is well placed to take advantage of any economic recovery and now could well be the perfect time to invest as there is not enough supply, so any rise in demand will have to lead to higher valuations. However, this is a niche investment and so advisers will need to inform themselves about the risks and benefits. Our report covers the investment case, the history, the current state of the market and the outlook for the future, so readers will be able to approach the sector from a position of knowledge.