Tax Efficient

Henny discusses key questions advisers should ask of both products and the team behind them, the importance of scalability, the nature of the underlying trades, why BPR products could be essential for business owners and why BPR is a great way for advisers to add value for their clients.

Justin shares the secrets of successful stock picking on AIM when your objectives are capital preservation and IHT relief, and gives us an insight into Puma’s BPR service and his views on any potential challenge to BPR from HMRC.

Simon discusses BPR and liquidity, how Oxford Capital structure their product to address the impact that additional liquidity has on returns, gives his views on possible changes to BPR legislation and talks about Oxford Capital’s “decency cap” on fees.

David considers the popularity of BPR vs trusts, the outlook for the legislation around the relief, BPR vs EIS and the key areas advisers should look into when sourcing product.

Tony discusses risk and client suitability, talks about some of the scenarios where BPR is uniquely placed to provide a solution and gives his views on the differences between tax avoidance, tax evasion, tax mitigation and tax planning.

Richard Farley, CEO and Founder of Kidspace and Mark Gross, Investment Director of Downing discuss the impact of Downing VCTs’ investment.

Henny Dovland, Business Development Manager at TIME Investments, points out that many renewable energy EIS investors now own BPR qualifying assets, and that advisers might want to consider BPR products for these clients as they begin to exit EIS.

Andrew Sherlock, partner at Oxford Capital reveals that EIS investing doesn’t have to seasonal – and in fact there can be advantages to investing outside of quarter one when managers have more capacity and benefits can be accessed earlier.