EIS Masterclass November 2015 | Highlights

Tax Efficient EIS Masterclass November 2015 | Highlights

10 Nov 2015 3 minutes

  • Highlights of the EIS Masterclass at the offices of PwC in London where a sell-out audience of financial advisers and wealth managers heard presentations from Andrew Brierley representing PwC, Sarah Wadham from EISA, Matt Taylor of Rockpool, Andrew Sherlock from Oxford Capital, Keith robertson representing Armstrong Financial , Andrew Marris of MICAP,  Simon Housden from TIME Investments and Jason Butler, Wealth Management Consultant.

Precision Engineering Report 2015-16

Real Assets Tax Efficient CPD Accredited Precision Engineering Report 2015-16

  • Another highlight in IP’s series of Real Assets Reports – which includes Rare Stamps & Coins and Fine Wine – The Precision Engineering Report is designed to provide readers with the background and knowledge to make an informed decision about whether investments in Precision Engineering would be suitable and beneficial for them and help readers understand how to mitigate risks.

Alternative Investment Summit 2015 | Highlights

Tax Efficient Alternative Investment Summit 2015 | Highlights

22 Oct 2015 4 minutes

  • Highlights of the 2015 Alternative Investment Summit, where 218 delegates were able to network and learn from 15 panels and presentations from 36 speakers on topics ranging from growth barriers and opportunities in tax efficient investments to the adviser and investor cases for crowdfunding and P2P lending – plus insights and observations from FOS Lead Ombudsman Caroline Mitchell; Senior Policy Adviser to HM Treasury, Wyndham North; and Seven Investment Management Co-founder Justin Urquhart-Stewart.

Growth Investor Awards 2015 | Stories of Impact Beyond Investment

Tax Efficient Growth Investor Awards 2015 | Stories of Impact Beyond Investment

22 Oct 2015 3 minutes

  • These stories of “impact beyond investment” bring to life a national campaign to highlight the importance of venture capital schemes, and evidence the industry’s contribution to the economy through job and wealth creation. The Growth Investor Awards recognise those enabling start up and ‘scale up’ businesses to realise their full potential and drive Britain’s economic recovery.

Growth Investor Awards 2015 | Highlights

Tax Efficient Growth Investor Awards 2015 | Highlights

22 Oct 2015 4 minutes

  • Celebrating the role of the UK SME fund management community in job and wealth creation, the Growth Investor Awards recognise those enabling start up and ‘scale up’ businesses to realise their full potential and drive Britain’s economic recovery.

    Honouring companies and individuals offering value beyond investment, an independent panel of judges looked for those demonstrating innovation in products and services; impact on investee performance; and how they are championing alternative investment.

    This video shows you the highlights of the evening.

Alternative Investment Summit 2015 | Interview with Goncalo de Vasconcelos

Tax Efficient Alternative Investment Summit 2015 | Interview with Goncalo de Vasconcelos

22 Oct 2015 6 minutes

  • Goncalo discusses the alternative finance sector as a whole and what it means for advisers, why the new Innovative Finance ISA will be more important for debt rather than equity based crowdfunding and why the UK is miles ahead of the rest of the world when it comes to funding small companies. We also talk about what “localism” means online and what his platform does to help prevent investors being diluted at a later date.

AI Summit 2015 | Interview with Justin Urquhart Stewart

Tax Efficient AI Summit 2015 | Interview with Justin Urquhart Stewart

22 Oct 2015 3 minutes

  • Justin focuses in on the positives of the financial services industry and whether alternative investments are better at the efficient allocation of capital. He also talks about why volatility and liquidity are as important as performance when it comes to portfolio construction and we touch on supporting small businesses and localism.

Alternative Investment Summit 2015 | Interview with Danby Bloch

Tax Efficient Alternative Investment Summit 2015 | Interview with Danby Bloch

22 Oct 2015 4 minutes

  • Danby tells us why some advisers should be considering more alternative investments, and how they can overcome some of the practical barriers that are holding advisers back. We discuss why having an investment committee could be a crucial step and finally we try and answer the key question for advisers – are alternatives worth the time and effort that they need to spend on them?