Media and Entertainment Report 2017

Tax Efficient CPD Accredited Members Only Media and Entertainment Report 2017

5 Jun 2017

  • This sector is a UK success story, demand for content is high, investments return to cash quickly and there is genuine risk and return built into the model. According to our research, over 30% of specialist EIS or SEIS opportunities are in the Media and Entertainment sector.

BPR Industry Report 2017

Tax Efficient CPD Accredited Members Only BPR Industry Report 2017

4 May 2017

  • With £3.2 trillion of wealth poised to pass to the next generation over the coming decades, the demand for estate planning services looks set to grow further. BPR qualifying investments – with their focus on speed, flexibility and capital preservation – should continue to feature in every adviser’s investment proposition.

    The report comprises a summary of the BPR market, an update on estate planning and HMRC IHT statistics, an analysis of open investment opportunities, and surveys and interview with both IFAs and investment providers.

Debt Based Securities Report 2017

Alternative Finance Members Only Debt Based Securities Report 2017

1 Feb 2017

  • As with many of the investments we cover, the case for investing in debt based securities is compelling. They can provide yield and genuine diversification at a time when both are at a premium among conventional assets, with lower levels of volatility than equities.

Technology Report 2017

Tax Efficient Members Only Technology Report 2017

1 Feb 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

1 Feb 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

25 Jan 2017

  • 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.

    Advisers and planners who download the report can expect to:

    • Find out what their peers are thinking by reading the Market Research section. Intelligent Partnership surveyed 124 advisers and hosted a roundtable discussion to discover how some of the most active advisers use VCTs with their clients
    • Use the Industry Analysis section to help benchmark open offers against each other based on key investment criteria such as costs, target returns, liquidity and minimum investment levels
    • Evaluate the latest open offers in the market, and see how they compare to each other and to previous years
    • Read the Manager Roundtable section to see what the fund managers themselves have to say about the current state of play within VCTs
    • Learn more about research and due diligence on VCTs and client suitability in our special Advising on VCT section, which includes several client case studies
EIS Industry Report 2016-17

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

19 Jan 2017

  • 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.

    Advisers and planners who download the report can expect to:

    • Find out what your peers are thinking by reading the Market Research section. Intelligent Partnership surveyed 120 advisers and hosted a roundtable disccussion to find out what they thought was good and bad about EIS
    • Use the Industry Analysis section to help benchmark open offers against each other based on key investment criteria such as costs, target returns, liquidity and minimum investment levels
    • Evaluate the latest open offers in the market, and see how they compare to each other and to previous years
    • Read our Industry Roundtable to see what industry experts have to say about the current state of play within EIS
    • Learn more about research and due diligence on EIS funds and client suitability in our special Advising On EIS section, which includes several client case studies.
Long Income Property Report 2016-17

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

16 Jan 2017

  • 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.

    Advisers and planners who download the report can expect to:

    • Learn more about research and due diligence on Long Income Property funds, and client suitability, in our special Advising On.. section, which includes several client case studies.Find out the size, make up and growth rates of the market
    • Review recent market activity, including Brexit’s minimal effects, growth rates, fund acquisitions and projections for future performance
    • Use the How to Invest section to get an understanding of the different routes to investment, with insights into the tax positions of the various methods
    • Discover how gilt yields, interest rates and investor sentiment all influence the investable universe
    • Find out the risks to be aware of, the mitigators that apply, as well as the fees and returns to expect
AIM Industry Report 2016

Tax Efficient CPD Accredited Members Only AIM Industry Report 2016

14 Nov 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

    Advisers and planners who download the report can expect to:

    • Find out what their peers are thinking by reading the Market Research section. Intelligent Partnership surveyed 120 advisers to find out what they thought was good and bad about AIM, and hosted a roundtable discussion to discover how some of the most active advisers on AIM use it with their clients.
    • Use the Industry Analysis to help them benchmark open offers against each other based on key investment criteria such as costs, target returns, liquidity and minimum investment levels.
    • Determine what sorts of AIM listed firms are the most suitable for conservative investing by reading our in-depth analysis, and learn why they should not fall into the trap of being misled by the headline index performance and ignoring opportunities on AIM that might benefit their clients.
    • Read our Manager Roundtable Discussion to see what the fund managers themselves have to say about the current state of play on AIM, what impact Brexit might have on the market and whether advisers should be concerned about a bubble in BPR qualifying stocks or not.
    • Learn more about research and due diligence on AIM funds, and client suitability, in our special Advising On.. section, which includes several client case studies.
BPR Industry Report 2016

Tax Efficient CPD Accredited Members Only BPR Industry Report 2016

29 Jun 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.