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.

BR Industry Report 2018

Tax Efficient CPD Accredited BR Industry Report 2018

  • With IHT receipts approaching the £5bn mark in 2016/17, estate planning tools have become a hot topic. Business Relief (BR) is one of the lesser known estate planning solutions, but its use is on the rise. In 2014, over £2bn was claimed in BR exemptions via BR.

    Our latest BR report looks at the environment that surrounds this tax efficient vehicle, including how it is providing much needed patient capital to UK businesses, the significance of BR against the backdrop of an ageing population, the significance of the AIM market in BR, as well as the latest compliance considerations that advisers should be aware of.

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.

EIS Report 2018

Tax Efficient CPD Accredited EIS Report 2018

  • EIS was one of the main targets of the 2017 Autumn budget. The resultant changes, and the responses to the government’s Patient Capital Review have solidified government support for the scheme, whilst making sure that EIS is focused on investment in legitimate risk capital.

AIM Industry Report 2017/18

Tax Efficient CPD Accredited AIM Industry Report 2017/18

  • Intelligent Partnership have published the second industry report focused on the AIM market. Part of their award winning Alternative Investment Report (AiR) series, the 88 page, CPD accredited report takes an in-depth look at AIM from advisers and financial planners’ point of view, with a particular focus on tax efficient investments.

An Adviser’s Guide to Business Relief – First Edition

Tax Efficient CPD Accredited An Adviser’s Guide to Business Relief – First Edition

  • Business Relief (BR) has become an increasingly important IHT mitigant as financial planning for later life has become more and more complex. Recent HMRC research has revealed It’s application is “in keeping with policy objectives” and the Government, “is committed to protecting the important role that this tax relief plays in supporting family-owned businesses, and growth investment in the AIM and other growth markets”. While this is a sector in which adviser understanding and confidence can deliver substantial added value to clients, there are some tricky nuances and important developments to take into account, as well as the everyday nuts and bolts. Our guide is the first in a series that aims to give readers the technical knowledge and practical know-how to navigate the challenges of undertaking BR investment.

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.