Highlights from the BPR Showcase held at The London Stock Exchange

Tax Efficient Highlights from the BPR Showcase held at The London Stock Exchange

21 Jun 2017 3 Minutes

  • Highlights from our recent BPR showcase event, held at the London Stock Exchange. An audience of 50 financial advisers networked with and heard from eight leading fund managers. The showcase format allowed advisers to compare multiple BPR investment solutions in the space of one morning, and gave managers the opportunity to pitch their investment strategies directly to IFAs.

Media and Entertainment Report 2017

Tax Efficient CPD Accredited Media and Entertainment Report 2017

  • This sector is a UK success story, demand for content is high, investments return to cash quickly and there is genuine risk and return built into the model. According to our research, over 30% of specialist EIS or SEIS opportunities are in the Media and Entertainment sector.

BPR Industry Report 2017

Tax Efficient CPD Accredited BPR Industry Report 2017

  • With £3.2 trillion of wealth poised to pass to the next generation over the coming decades, the demand for estate planning services looks set to grow further. BPR qualifying investments – with their focus on speed, flexibility and capital preservation – should continue to feature in every adviser’s investment proposition.

    The report comprises a summary of the BPR market, an update on estate planning and HMRC IHT statistics, an analysis of open investment opportunities, and surveys and interview with both IFAs and investment providers.

Interview with Kealan Doyle from Symvan Capital at the London EIS & VCT Showcase for Advisers & Wealth Managers

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

28 Mar 2017 7 minutes

  • Kealan Doyle from Symvan Capital explains the rationale behind how Symvan Capital came to be, the reason for the name ‘Symvan’, and their long-term approach to investments as a ‘full life-cycle’ investment manager covering both SEIS & EIS investments. He also explains the way they work with accelerators such as Microsoft accelerator, and provides the background to their investment into companies such as Cognisess.

Highlights from the EIS & VCT Showcase held at The London Stock Exchange

Tax Efficient Highlights from the EIS & VCT Showcase held at The London Stock Exchange

28 Feb 2017 3 minutes

  • Highlights from the first EIS & VCT showcase event, held at the London Stock Exchange. An audience of 60 financial advisers networked with and heard from eight leading fund managers. The showcase format allowed advisers to compare multiple VCT & EIS investment solutions in the space of one morning, and gave managers the opportunity to pitch their investment strategies directly to IFAs.

Technology Report 2017

Tax Efficient Technology Report 2017

  • With our world class universities and research sector helping to set the agenda, and many companies located outside London, helping to drive growth in the regions, the Technology sector is a UK-wide success story.  Access to it via tax-advantaged venture capital investments makes it even more interesting.

VCT Industry Report 2016-17

Tax Efficient CPD Accredited VCT Industry Report 2016-17

  • The report comprises a summary of VCT, an update on the market today, tips on how to advise on VCT, an analysis of current investment opportunities, and surveys and interviews with both IFAs and investment providers to get a temperature check on how they perceive the sector.

    We strike a balance between covering old ground for the benefit of new readers, and looking at new developments and interesting areas that we haven’t covered before. New readers who want more depth on some of the basics, such as the benefits of a portfolio approach or how to carry out due diligence, should download copies of previous reports to find more detail.

EIS Industry Report 2016-17

Tax Efficient CPD Accredited Members Only EIS Industry Report 2016-17

  • The report comprises a summary of EIS, an update on the market today, tips on how to advise on EIS, an analysis of current investment opportunities, and surveys and interviews with both IFAs and investment providers to get a temperature check on how they perceive the sector.

    We strike a balance between covering old ground for the benefit of new readers, and looking at new developments and interesting areas that we haven’t covered before. New readers who want more depth on some of the basics, such as the benefits of a portfolio approach or how to carry out due diligence, should download copies of previous reports to find more detail.

AIM Industry Report 2016

Tax Efficient CPD Accredited AIM Industry Report 2016

  • Intelligent Partnership have published the first ever industry report focused on the AIM market. Part of their award winning Alternative Investment Report (AiR) series, the 80 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.