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.

BR Industry Report 2019

Tax Efficient CPD Accredited Members Only BR Industry Report 2019

  • With post-Brexit economic forecasts and an intensifying government concentration on IHT collection, it’s hard to foresee any dilution of IHT in its current format any time soon. In fact, IHT receipts are forecast to reach almost £6 billion in just three years.

    Recommending an investment to mitigate IHT at a time of so much economic and political upheaval seems like a daunting task. The latest edition of our BR Industry Report suggests otherwise, with an adviser survey finding that less than 4% of advisers who recommend BR, view it as harder to recommend in the current Brexit turmoil. Almost all advisers also predicted their use of BR to increase or stay the same over the next two years, with the rest expecting it to stay the same.

    AIM focused BR managers took a battering in Q4 2018 and the government is shouting from the rooftops about closing the tax gap amid increasing IHT investigations. It’s clearly not a time to go it alone. But, while there may be increased scrutiny of all estate planning, there is certainly plenty of scope for new opportunities for those with the relevant BR expertise. A need for tax-efficient vehicles to accept funds disallowed from pensions and indications of under-use of BR by lower value estates are good places to start.

VCT Showcase: Will Fraser-Allen from Albion

Tax Efficient VCT Showcase: Will Fraser-Allen from Albion

13 Feb 2019

  • Following the record VCT fundraising in the tax year 2017/2018, Will Fraser-Allen talks about the possible trends this year. He discusses Albion’s business model after the risk-to-capital condition came into effect, the company’s expansion into technology and technology-enabled businesses in healthcare and recent exits.

VCT Showcase: Richard Moore from Calculus Capital

Tax Efficient VCT Showcase: Richard Moore from Calculus Capital

13 Feb 2019

  • Richard Moore shares his outlook on VCT fundraising in the tax year 2018/2019. He tells Intelligent Partnership that the risk-to-capital condition had little impact on Calculus’ business model because of the company’s strong pedigree in growth investing. He also discusses Calculus’ dividend payouts approach and the challenges facing VCT managers previously focused on capital preservation.

VCT Showcase: Laurence Callcut from Downing

Tax Efficient VCT Showcase: Laurence Callcut from Downing

13 Feb 2019

  • Laurence Callcut takes a closer look at factors behind the VCT fundraising surge in the tax year 2017/2018. He explains the advantages of a generalist versus a specialist approach for different purposes. He also talks about Downing’s VCT dividend payouts and VCT as a supplementary retirement planning tool.

VCT Showcase: John Davies from Seneca

Tax Efficient VCT Showcase: John Davies from Seneca

13 Feb 2019

  • Speaking about the record fundraising for VCT in the tax year 2017/2018, John Davies shares his predictions for 2018/2019. He explains why the deal-flow is pivotal when choosing a VCT and discusses potential developments in terms of dividend payouts.

VCT Showcase: Belinda Thomas from Triple Point

Tax Efficient VCT Showcase: Belinda Thomas from Triple Point

13 Feb 2019

  • Belinda Thomas discusses Triple Point’s approach to dividend payouts in the post-Patient Capital Review landscape. She also shares her insights on what to take into account while looking for a VCT and explains the company’s VCT challenge-led investment strategy along with underlying investment focus.