AIM Showcase 2019: Interview with Jon Gould, Psigma Investment Management

Tax Efficient AIM Showcase 2019: Interview with Jon Gould, Psigma Investment Management

16 Sep 2019

  • Jon Gould explains Psigma’s approach to AIM investments and discusses the robustness of the market. He adds that Psigma looks for true diversification within its portfolio and is therefore sector agnostic. He also takes a look at the recent changes to the corporate governance rules for AIM-quoted companies.

AIM Showcase 2019: Interview with Jim Wood-Smith, Hawksmoor Investment Management

Tax Efficient AIM Showcase 2019: Interview with Jim Wood-Smith, Hawksmoor Investment Management

16 Sep 2019

  • Jim Wood-Smith looks over some of the big themes within the AIM market, particularly around governance issues and the ongoing demand for Business Relief investments. He also discusses the choice in the market that is helping to ensure that investors can get access to strong diversification when looking at AIM investments.

AIM Showcase 2019: Interview with Stephen English, Blankstone Sington

Tax Efficient AIM Showcase 2019: Interview with Stephen English, Blankstone Sington

16 Sep 2019

  • Stephen English discusses the DNA of Blankstone Sington and the way in which the firm works when investing in the AIM market, particularly during volatile times. He explains how his team develops a robust portfolio to withstand a range of different outcomes.

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.