A Professional’s Guide to Estate Planning

Tax Efficient CPD Accredited Members Only A Professional’s Guide to Estate Planning

  • At a time when the Treasury’s IHT take is higher than ever, we feel it is an apt time to give professionals, who may meet clients on a weekly or daily basis, with estate planning needs, a greater insight into the options available as well as the opportunities for their business in this area. Regulators and clients now expect a proactive and holistic approach to legal and financial challenges and there is plenty of overlap in synergies when it comes to trusts, cash flow modelling, investment advice and later life issues such as equity release or long-term care planning between lawyers, accountants and financial advisers. With their combined knowledge bases, but separate expertise, it makes sense for them to work together to identify and fulfil all of the complimentary needs of each other’s clients.

    This Guide is designed a practical resource that will help professionals become more knowledgeable and confident about estate planning.

BR Showcase 2018 Highlights Video

Tax Efficient BR Showcase 2018 Highlights Video

22 Jun 2018

  • Highlights from our recent BR showcase event, held at the London Stock Exchange. An audience of over 80 financial advisers networked with and heard from eight leading fund managers. The showcase format allowed advisers to compare multiple BR investment solutions in the space of one morning, and gave managers the opportunity to pitch their investment strategies directly to IFAs.

Interview with Henny Dovland from TIME

Tax Efficient Interview with Henny Dovland from TIME

22 Jun 2018

  • Henny Dovland from TIME Investments talks to Intelligent Partnership at the London BR Showcase 2018. Dovland discusses recent developments at the company in terms of the AIM portfolios. She expands on the TIME’s core proposition and performance of its AIM offering. She also talks about the changing demographics of AIM investors and how diversification helps mitigate risks in asset-backed trade portfolios. She also covers the impact of residence nil-rate band on the industry.

Interview with Gordon Pugh from Blackfinch

Tax Efficient Interview with Gordon Pugh from Blackfinch

20 Jun 2018

  • Gordon Pugh, Senior Business Development Manager at Blackfinch, talks to Intelligent Partnership during the BR Showcase 2018 at the London Stock Exchange. Pugh discusses in detail the performance of Blackfinch’s two flagship AIM portfolios targeting growth and income respectively. He also reveals the company’s diversification plans including the launch of a managed portfolio service to complement their IHT-led activities with BR.

Interview with Mike Currie from Foresight

Tax Efficient Interview with Mike Currie from Foresight

20 Jun 2018

  • On the eve of two years of Accelerated ITS, Mike Currie, Head of Retail Sales at Foresight Group, speaks to Guy Tolhurst at the London Stock Exchange. Currie explains how Foresight’s IHT solution enabled the company to introduce the brand and BR to a much broader audience. He then talks about the firm’s international expansion and its heritage in solar assets, which in “the volatile times are safe havens.” He also stresses the importance of backing British businesses throughout regulatory and political changes by robust investment opportunities.

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.