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.

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James Parker, Chartered Financial Planner, Radcliffe & Newlands

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.

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Roger Milbourn, Financial Themes LLP

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

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Austin Rawcliffe, St. James Place

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.

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Adam Fearn, Absolute Financial Services

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.

John Brady, Independent Financial Consultants Ltd

If you haven’t got a copy of the Alternative Investment Report – get it. It will rapidly become dog-eared through use.

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Stephen Jones, Managing Director, Clear Solutions Wealth & Tax Management

Great for development and a market that is going to increase, education is key.

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Glen Belcher, Prosperity IFAs

Read this its really useful to reaffirm and increase your knowledge

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Christian Lovelock, Prosperity Financial Advisers

An excellent introduction to BPR planning, useful for research having the products together in one place and useful CPD.

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Ian Paginton, chartered Financial Planner, Fraser Wealth Management

These publications are of the very highest quality. The attention to detail and broad cover of each topic is to be applauded, well done.

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Jason Rolf, Business Development Manager, Amati Global Investors

Excellent, in-depth report.

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Andrew Banks, JM Finn

A comprehensive report on a growing area of financial planning.

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Jonathan Campbell, McCrea Financial Services

“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.

George Galazka

I found it engaging and professionally written. It saved me time by condensing and summarising many aspects of BPR.

Simon Franklin, Westward Financial Management

Good refresher report covering all relevant issues.

Graham Shields, Director, ABS Financial Planning

Essential reading.

Andrew Cardy, Haldon Financial Ltd

Good coverage of the market for those already advising and novices

Rosalind Robinson, Focus Financial Planning

Very informative and gave in-depth knowledge

Darren Bills, Cedar Lawns

Very well structured report with contributions from acknowledged industry leaders and opinion formers.

Roger Hague, Independent Financial Consultants Ltd

Great clarity in explaining the world of BPR with research data to back up commentary from main players in this space

Andrew Tustin, EFG IFA Ltd

Excellent report and good balanced presentation of various BPR schemes

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Alan Turner, Francis Clark

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.

Austin Rawcliffe, Senior Partner, St.James's Place Wealth Management

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

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Phillips Masters, Phillip Masters IFA Ltd

What an excellent report. Anyone with any interest in IHT planning should read this report

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David Squire, Armstrong Watson

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

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Dave Robinson, Frenkel Topping

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

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Malcolm Snook, MPL Wealth Management

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

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Brian Martin, Hart Brown

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

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Mark Mandeville, WMM

It is a top-quality report with fantastic content and imagery

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Christopher Yardley, TIME Investments

A very comprehensive study which highlighted the benefits of BPR solutions

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Philip Thompson, Finances Sorted Limited

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

Rosalyn Shallcroft, Hine Downing FS

This is ESSENTIAL reading for all advisers, and even if you think you know it, you still need to read this one!

J Bligh, TWP Wealth Limited

It opened my eyes

Phil Wasley, True Potential

Comprehensive and useful

Karen Bartholomew, Bartholomew IFA

It’s an exciting investment opportunity which will be used by more and more investors going forward

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Ian Taylor, MS Wealth Management

Very useful investment specific report with company comparisons to help identify between companies

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Sam Sloma, First Wealth

It was useful to obtain this report to include within my research for clients

Mark Coombe, Haldon Financial

Read it for a better understanding of what appears a complex subject

Geoff Cook, Avidus Scott Lang & Co

Well worth reading

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John Cornelius, Warwick Butchart

A good comprehensive guide to the subject

Richard Toogood, Toogoods Financial Services

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

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Jonathan Foster, Independent Financial Solutions

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.

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John Wadell, Central Investment

It is an excellent guide that highlights both the pros and cons of utilising BPR within client solutions.

Howard Scott, Independent Advice Ltd

Excellent source of information independent of individual product providers.

Kenneth James, Bartholomew & James (Financial Services) Limited Bartholomew & James (Financial Services) Limited

The report is well balanced and certainly made me more comfortable recommending BPR

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Mukesh Raichura, M r Wealth Management

Very good general information which is good to have as part of our client research.

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Neil Henderson, Professional Partnerships (North East) Ltd

this is a great place to understand all aspects of this marketplace, thorough, balanced and interesting

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Mark Hynes, Wealth Strategies

A very useful and readable report giving comprehensive explanations of the use of BPR when estate planning

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Amanda Porter, Essex Financial Planners

I was passed the report by a colleague and in turn passed this on to two of my colleagues as the standard was exceptional.

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Jenny Ives, Paradigm Norton Financial Planning Ltd

Very useful investment specific report with company comparisons to help identify between companies!

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Samuel Sloma, First Wealth

This is ESSENTIAL reading for all advisers, and even if you think you know it, you still need to read this one!

Catherine Bligh, TWP Wealth Ltd

It opened my eyes.

Philip Wasley, True Potential Wealth Management LLP

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.

Simon Franklin, Westward Financial management ltd

Excellent learning, training and competence material from Intelligent Partnership. A good read with excellent test/exam at the end to test my understanding.

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John Brady, Independent Financial Consultants Ltd

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.

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Delphine Noble-Fox, Renaissance IFA LLP