Interview with Laurence Callcut from Downing

Tax Efficient Interview with Laurence Callcut from Downing

20 Jun 2018

  • Laurence Callcut, Sales Director at Downing, speaks to Intelligent Partnership during the BR Showcase 2018 at the London Stock Exchange. Callcut explains Downing’s comeback to the AIM market. He then moves onto discussing attracting younger investors to AIM, how the company’s looking into broadening its renewable energy portfolio, and if growing competition among BR qualifying solutions will result in the reduction of fees.

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.

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 Mike Currie from Foresight Group at the London EIS & VCT Showcase

Tax Efficient Interview with Mike Currie from Foresight Group at the London EIS & VCT Showcase

22 Nov 2017

  • Mike Currie begins by saying that “backing British business has never been more important” in the context of discussing Foresight Group’s generalist VCT, which maintains a technology bias. In his opinion, the quality of opportunities and providers in UK venture capital has never been better. On its new Williams Technology EIS he talks about collaborating with a world class operation and major brand like Williams, and leveraging the UK’s strength in mechanical engineering.

Interview with Will Fraser-Allen from Albion Capital at the London EIS & VCT Showcase

Tax Efficient Interview with Will Fraser-Allen from Albion Capital at the London EIS & VCT Showcase

22 Nov 2017

  • Will Fraser-Allen from Albion Capital discusses its Top Up Offers and their dual positioning as a long-term savings product and investment into growth businesses, true to the spirit of venture capital. He talks about the diversity of their broad portfolio and the gradual move towards tech and businesses services, as opposed to any pivot. He argues Albion’s experience is invaluable in backing the right companies, particularly given 2017/18’s forecast record VCT fundraise.

Interview with Laurence Callcut from Downing at the London EIS & VCT Showcase

Tax Efficient Interview with Laurence Callcut from Downing at the London EIS & VCT Showcase

22 Nov 2017

  • Laurence Callcut from Downing talks about increased choice in the VCT market and expands on its offering from a cutting-edge healthcare VCT to its Downing ONE VCT, still containing investments dating from 1997. He goes on to discuss EIS, and the ‘direction of travel’ towards tech and innovation, as well as the structures he’d like to see to increase follow-on funding.

Interview with Kealan Doyle from Symvan Capital at the London EIS & VCT Showcase

Tax Efficient Interview with Kealan Doyle from Symvan Capital at the London EIS & VCT Showcase

22 Nov 2017

  • Kealan Doyle explains Symvan’s California-style approach to venture capital, saying that Europe is behind the curve but things are changing. In a conversation grounded in the venture capital industry’s shift during the last five years from an asset-backed to growth focus, he talks about Symvan Capital’s life-cycle approach from seed to later-stage funding rounds, why it focuses on B2B tech, its progressive fee structure and the “inventive streak” in the UK.