EIS Industry Report 2019

Tax Efficient Members Only EIS Industry Report 2019

  • The Enterprise Investment Scheme provided nearly £1.8bn in capital to growing businesses in 2016/17, and approximately 28,000 companies have received over £18bn in funding since the launch of EIS in 1993.

    The latest edition of Intelligent Partnership’s EIS Industry Report examines the landscape after the rule changes to EIS. This includes how investment managers have reacted in terms of the investee companies they are focusing on; how the appetite for EIS has changed among advisers and investors; and a deep dive into the investee companies that the government wants investors to focus on.

AIM Showcase 2018: Henny Dovland from TIME

Tax Efficient AIM Showcase 2018: Henny Dovland from TIME

25 Oct 2018

  • Henny Dovland discusses TIME: AIM service and the company’s “smart passive” approach, as well as TIME’s defensive strategy. She explains what the approach means for TIME’s selection criteria and how the passive element allows advisers to put a cost-effective proposition. Dovland also talks about the size and performance of the portfolio and TIME’s re-balancing regime.

AIM Showcase 2018: Shane Gallwey from Guinness

Tax Efficient AIM Showcase 2018: Shane Gallwey from Guinness

25 Oct 2018

  • Shane Gallwey talks exhaustively about Guinness’ AIM EIS product, the only EIS fund directly investing on AIM. He explains how the loss relief works in the AIM EIS and lists characteristics of EIS-eligible companies on AIM. Barton then discusses the increasing transparency and quality of AIM companies, despite the market shrinking.

AIM Showcase 2018: Justin Waine from Puma Investments

Tax Efficient AIM Showcase 2018: Justin Waine from Puma Investments

25 Oct 2018

  • Justin Waine discusses Puma’s AIM IHT Service and how the company’s model portfolio approach differs from others available on the market. He covers in-depth Puma’s three selection criteria: quality, growth and valuation. Waine also explains what it meant for the company to enter adviser platforms and talks about the company’s selling regime.

AIM Showcase 2018: Sam Barton from Close Brothers

Tax Efficient AIM Showcase 2018: Sam Barton from Close Brothers

25 Oct 2018

  • Sam Barton covers in-depth Close Brothers’ AIM IHT service and the active management approach. He discusses the challenges of selecting AIM companies and explains the rationale behind the company’s higher than average minimum investment. He also shares his perspective on key considerations FAs should take into account when entering the AIM market.

AIM Showcase 2018: Gordon Pugh from Blackfinch

Tax Efficient AIM Showcase 2018: Gordon Pugh from Blackfinch

25 Oct 2018

  • Gordon Pugh talks about Blackfinch’s AIM Adapt Portfolios. He explains the difference between the growth and income options, and their performance. He also discusses the company’s partnership with Chelverton AM and the ISA option of the portfolio. He then gives guidance on how to choose the best AIM portfolio service.

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.