Interview with Louise Farley from Deepbridge

Tax Efficient Interview with Louise Farley from Deepbridge

20 Jun 2018

  • Guy Tolhurst from Intelligent Partnership interviews Louise Farley, Head of Business Development at Deepbridge. Farley explains why Life Science and tech innovation has been at the heart of the company’s alternative investment products, and how its application of patient capital enables Deepbridge to support companies from SEIS to EIS stage. She then goes onto discuss benefits of renewable energy in its IHT offering and the company’s expansion in this field. She also touches upon the possible changes in the competition between managers brought about by the Patient Capital Review.

Interview with Matt Dickens from Ingenious

Tax Efficient Interview with Matt Dickens from Ingenious

20 Jun 2018

  • An interview with Matt Dickens, Investment Director at Ingenious, during the BR Showcase 2018 at the London Stock Exchange. Dickens explains Ingenious’ three key areas of BR proposition: media, infrastructure and real estate. He then goes onto discuss the ways to attract younger investors and the future of management fees in the light of changes brought about by the Patient Capital Review.

Interview with Belinda Thomas from Triple Point

Tax Efficient Interview with Belinda Thomas from Triple Point

20 Jun 2018

  • Belinda Thomas, Head of Sales and Investor Relations at Triple Point, talks to Intelligent Partnership during the London BR Showcase 2018. She talks about the Impact EIS Service, how it blends financial and social impact returns and the ways to measure the effectiveness of social impact investments. Thomas also covers the rationale behind Triple Point’s BR strategy and pins down three main reasons to look into BR. The interview concludes with a consideration of the future of the annual management fees.

Interview with Tom Attwooll from Oxford Capital

Tax Efficient Interview with Tom Attwooll from Oxford Capital

20 Jun 2018

  • Guy Tolhurst, Managing Director of Intelligent Partnership, talks to Tom Attwooll from Oxford Capital during the BR Showcase 2018 at the London Stock Exchange. They discuss Oxford Capital’s IHT solution and its three tenets: flexibility, control and performance and what it means for advisers and investors. Attwooll also covers the company’s renewable energy investment opportunities in its estate planning proposition.

Interview with Martin Heelam from Assetz Capital

Alternative Finance Interview with Martin Heelam from Assetz Capital

25 Apr 2018

  • Martin Heelam talks about the impressive volume of applications since Assetz Capital’s Innovative Finance ISA (IFISA) launch in December 2017. So far, this has been mostly investor-driven. Heelam expands on why that has been, and why the IFISA is central to products like those offered by the peer-to-peer lender – asset-backed loans to businesses – becoming mainstream investments which advisers routinely consider. He particularly singles out Assetz Capital’s transparency in terms of helping advisers to carry out due diligence.

Interview with Gillian Roche-Saunders from BWB Compliance

Alternative Finance Interview with Gillian Roche-Saunders from BWB Compliance

25 Apr 2018

  • Gillian Roche-Saunders, partner at BWB Compliance, talks about why the Innovative Finance ISA (IFISA) has been slow to take off and what the process should be for advisers in terms of due diligence on each platform. She expands on how advisers can integrate qualifying investments into their proposition, from compliance to professional indemnity insurance to matching clients to appropriate investments across the “spectrum of risk” available in an IFISA.

Interview with Caroline Flagg from Octopus Choice

Alternative Finance Interview with Caroline Flagg from Octopus Choice

3 Apr 2018

  • On the eve of Octopus Choice’s second birthday, Caroline Flagg talks about where inflows are coming from following the launch of its IFISA. She reports that 750 advisers are now using Octopus Choice for themselves and their clients, the comparatively larger size of advised investments, and investor demographics. She then goes into the specific workings of Octopus Choice, how it builds on Octopus Property, an established business providing bridging loans against UK property since 2009, and Octopus’ first lost position.

Interview with Belinda Thomas from Triple Point at the IFISA Showcase

Alternative Finance Interview with Belinda Thomas from Triple Point at the IFISA Showcase

3 Apr 2018

  • Belinda Thomas discusses Triple Point’s Advancr Bonds and how these products evolved. She discusses consumer protection in terms of underlying security and Triple Point’s responsibilities as an IFISA manager. As an established manager in the tax-efficient space, she talks about pre-existing relationships with advisers and a growing volume of cash transfers.

Tax Efficient SimplyBiz’s The Advice Show: Tax Efficient Investing

28 Mar 2018

  • Intelligent Partnership’s research manager Lisa Best, Blackfinch Investments’ Jerry Price, Deepbridge Capital’s Louise Farley and SimplyBiz’s Gary Kershaw discuss the current landscape for Enterprise Investment Scheme and Business Relief investments. They examine the key adviser considerations in this market including client suitability, manager due diligence and the importance of education to respond to changing risk profiles, particularly in light of the 2017 Autumn Budget.

Interview with Julia Groves from Downing LLP at the IFISA Showcase

Alternative Finance Interview with Julia Groves from Downing LLP at the IFISA Showcase

16 Mar 2018

  • Julia Groves, partner & head of crowdfunding at Downing LLP, talks about growing uptake of bonds in its Innovative Finance ISA (IFISA) and advisers’ changing attitudes to these investments. She covers terms of investment, diversification, risk and the two kinds of products offered on Downing’s platform: fixed-term debt-based securities and a newer regular access bond. On choice in the market, she discusses how many IFISA-authorised platforms are genuinely adviser-ready and reveals something surprising about average investment size.