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 Members Only 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 Members Only 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 Members Only 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.

Growth Investor Awards 2016 | Highlights

Tax Efficient Growth Investor Awards 2016 | Highlights

2 Nov 2016 4 Minutes

  • On Thursday 3 November at the Marriott Grosvenor Square Hotel, Mayfair, nearly 400 industry professionals came together for the second annual Growth Investor Awards, organised by Intelligent Partnership.
    The ceremony included a scene-setting film about growth capital, with perspectives from a range of founders supported by finalists that have benefited from investment and associated support. The event also featured keynote speeches that highlighted to importance of companies using tax advantaged venture capital schemes to help them scale up quickly, as well the need to support SMEs that are creating jobs, generating tax revenue and helping to drive Britain’s economic recovery.

BPR Industry Report 2016

Tax Efficient CPD Accredited Members Only BPR Industry Report 2016

  • The Report is 40,000 words and 110 pages long, and is a quick way for advisers to gain an overview of the BPR market – covering the types of products available, the risks and the key features to be cognizant of, suitability, market data and the political outlook for the relief. A section dedicated to planning case studies has also been included. In addition, the Report will also update readers on the new products that have been launched and examine how they have changed the composition of the market, and what new options advisers have when sourcing products for their clients.

    The report also includes a survey of advisers and a write up of an adviser roundtable Intelligent Partnership held to see how advisers feel about BPR, how they use the products and what they think their peers need to know about the sector.

The Seed & EIS Hour – Guy Tolhurst

Tax Efficient The Seed & EIS Hour – Guy Tolhurst

8 Jun 2016 7 minutes

  • Our Managing Director Guy Tolhurst was interviewed at The Seed & EIS Hour. He spoke about his firm’s approach to training and education for the financial advisory community (IFA) community, and recognising excellence through the Growth Investor Awards.