BR Showcase 2019: Highlights

Tax Efficient BR Showcase 2019: Highlights

11 Jul 2019

  • Business Relief is gaining importance among a wider pool of investors, as recent government figures show continuing increases in inheritance tax. Eight of the most prominent providers of Business Relief showcased their offerings and discussed some of the big issues in the sector at Intelligent Partnership’s Business Relief Showcase 2019 hosted by the London Stock Exchange on 7 May.

BR Showcase 2019: Interview with Andrew Aldridge, Deepbridge Capital

Tax Efficient BR Showcase 2019: Interview with Andrew Aldridge, Deepbridge Capital

10 Jul 2019

  • Andrew Aldridge explains Deepbridge’s background in the Business Relief market and why renewable energy offers such a strong opportunity. He also considers how the BR market continues to grow and analyses the benefits for the government of using Business Relief over simply acquiring ever-larger sums of inheritance tax.

BR Showcase 2019: Interview with Henny Dovland, Time Investments

Tax Efficient BR Showcase 2019: Interview with Henny Dovland, Time Investments

10 Jul 2019

  • Henny Dovland discusses the diversification of Time’s portfolio and discusses the importance for investors to have a range of incomes delivering steady, predictable returns. She also considers the future of Business Relief in the context of the political light that has been shone on patient capital and inheritance tax over recent years.

BR Showcase 2019: Interview with Matt Dickens, Ingenious

Tax Efficient BR Showcase 2019: Interview with Matt Dickens, Ingenious

14 Jun 2019

  • Matt Dickens discusses the direction of travel of Business Relief over the past year, and looks to the future. He also homes in on two key concepts that Ingenious has picked up on in the Business Relief market: fiscal drag and the importance of diversification within an investor’s Business Relief portfolio.

Alt Fi Showcase 2019: Highlights

Alternative Finance Alt Fi Showcase 2019: Highlights

15 Apr 2019

  • Alternative finance products are becoming more top of mind for advisers as the demand from clients grows. Five of alternative finance’s most prominent platforms showcased their offers at the London Stock Exchange for the Intelligent Partnership Alt Fi Showcase on 5 February.

Alt Fi Showcase: Interview with Ceri Williams, Downing

Alternative Finance Alt Fi Showcase: Interview with Ceri Williams, Downing

15 Apr 2019

  • Ceri Williams talks about the difficulties financial advisers might encounter when navigating the alternative finance space. He also covers the future direction of Downing Crowd, shares his insights on IF ISAs’ performance and landscape, and the comments on the regulatory environment of Debt-Based Securities.

Alt Fi Showcase: Interview with Caroline Flagg, Octopus

Alternative Finance Alt Fi Showcase: Interview with Caroline Flagg, Octopus

15 Apr 2019

  • Caroline Flagg discusses recent developments and the overall performance of Octopus Choice over the last year. Talking about challenges in the property market, she tells Intelligent Partnership that Octopus is optimistic about the future of this asset class. She also talks about platform diversification and a recently doubled number of deal flows.

Alt Fi Showcase: Interview with Mario Lupori, RateSetter

Alternative Finance Alt Fi Showcase: Interview with Mario Lupori, RateSetter

15 Apr 2019

  • Mario Lupori speaks about RateSetter’s shift towards the advisers’ market. He expands on the company’s offering to retail clients through its advice channel. He explains why P2P loans offer more stability versus the volatility of equity markets. He also talks about the future of the P2P market.

Alt Fi Showcase: Interview with Jake Wombwell-Povey, Goji

Alternative Finance Alt Fi Showcase: Interview with Jake Wombwell-Povey, Goji

15 Apr 2019

  • Speaking to Guy Tolhurst, Jake Wombwell-Povey discusses the growing popularity of alternative finance. He explains how Goji has diversified its offer over the last year, extending the focus from IF ISAs to SIPPs. He also covers the exciting opportunities of investing in renewable energy via direct lending.

Alt Fi Showcase: Interview with Belina Thomas, Triple Point

Alternative Finance Alt Fi Showcase: Interview with Belina Thomas, Triple Point

15 Apr 2019

  • Belinda Thomas discusses the key differentiators of Triple Point’s Income Service. She explains how alternative investments are incorporated in a portfolio and talks about the increasing interest in the IF ISA and alternative finance. She also discusses product diversification and Triple Point’s due diligence process.