BPR 2015 Testimonials
This is a growing sector of the market in which advice is sought and happily paid for. I regularly advise on BPR investments and this report is the most comprehensive review of the opportunity and the market that I have ever read and contains gems for any client report.
If you aren’t sure about BPR but think you should know more, this report pulls everything together in one place to help you develop your knowledge. I feel more confident striding ahead with further research as I know what to ask.
Great report and well worth a read. The greater knowledge attained should enable you to add this tool to your portfolio and help increase your practise profitability. Further support your respect with the client and lead you to new clients
I believe this report gives a good insight to the risks and benefits of this area of investing, helping to layout clearly why we should consider these areas in addition to mainstream investments for suitable investors.
Very interesting and informative, the report made a complex area of financial planning much more understandable. Excellent learning, training and competence material from Intelligent Partnership. A good read with excellent exam at the end to test my understanding.
If you haven’t got a copy of the Alternative Investment Report – get it. It will rapidly become dog-eared through use.
Great for development and a market that is going to increase, education is key.
Read this its really useful to reaffirm and increase your knowledge
An excellent introduction to BPR planning, useful for research having the products together in one place and useful CPD.
These publications are of the very highest quality. The attention to detail and broad cover of each topic is to be applauded, well done.
Excellent, in-depth report.
A comprehensive report on a growing area of financial planning.
“As with your report on EIS, this sector is a well written andbalanced overview. It explains clearly the main features of what is a complex subject.
I found it engaging and professionally written. It saved me time by condensing and summarising many aspects of BPR.
Good refresher report covering all relevant issues.
Essential reading.
Good coverage of the market for those already advising and novices
Very informative and gave in-depth knowledge
Very well structured report with contributions from acknowledged industry leaders and opinion formers.
Great clarity in explaining the world of BPR with research data to back up commentary from main players in this space
Excellent report and good balanced presentation of various BPR schemes
Great report and well worth a read. The greater knowledge attained should enable you to add this tool to your portfolio and help increase your practise profitability. Further support your respect with the client and lead you to new clients.
I think if you are really serious about saving your clients tax you have to look at this report. It has added another tool in my bag to help clients
What an excellent report. Anyone with any interest in IHT planning should read this report
I believe this is a useful recap on the rationale and qualifying criteria for BPR and a very useful comprehensive summary of the factors financial planners need to take into account when recommending it. Is is also a useful overview of the various arrangements which are currently available in the market
This report gives a good overview of the issues and areas that need to be considered before considering a recommendation of a BPR product. It provides good information of how and when BPR products may be suitable
A very good report for gaining an insight into the BPR market and making sure you are opening your mind to the range of investments
If you are advising on IHT then you need to consider BPR and this report is a great place to start to build your knowledge and also update it. It can also be used to help educate your clients
It is a top-quality report with fantastic content and imagery
A very comprehensive study which highlighted the benefits of BPR solutions
Excellent report, you should read it, we need to use this for our due diligence on providers and formulate visual aids for clients in meetings from it
This is ESSENTIAL reading for all advisers, and even if you think you know it, you still need to read this one!
It opened my eyes
Comprehensive and useful
It’s an exciting investment opportunity which will be used by more and more investors going forward
Very useful investment specific report with company comparisons to help identify between companies
It was useful to obtain this report to include within my research for clients
Read it for a better understanding of what appears a complex subject
Well worth reading
A good comprehensive guide to the subject
This report is a must read document for any advisers who consider IHT and succession planning. A real alternative to trusts and life assurance which cannot be ignored
The report provides an excellent overview of the BPR landscape. If you know a lot already, it will reinforce your knowledge but is also excellent for someone with very little.
It is an excellent guide that highlights both the pros and cons of utilising BPR within client solutions.
Excellent source of information independent of individual product providers.
The report is well balanced and certainly made me more comfortable recommending BPR
Very good general information which is good to have as part of our client research.
this is a great place to understand all aspects of this marketplace, thorough, balanced and interesting
A very useful and readable report giving comprehensive explanations of the use of BPR when estate planning
I was passed the report by a colleague and in turn passed this on to two of my colleagues as the standard was exceptional.
Very useful investment specific report with company comparisons to help identify between companies!
This is ESSENTIAL reading for all advisers, and even if you think you know it, you still need to read this one!
It opened my eyes.
I have read the BPR report and found it engaging and professionally written. It saved me time by condensing and summarising many aspects of BPR.
Excellent learning, training and competence material from Intelligent Partnership. A good read with excellent test/exam at the end to test my understanding.
It’s easy to read and understand, and gives a comprehensive breakdown of the current legislative situation, the tax benefits, the types of product available and who offers them.
