Industry Reports Testimonials
Browse through some of our industry reports below
Read about the impact of our industry reports
We welcome the introduction of Intelligent Partnership’s annual EIS industry report as another development that will grow awareness and knowledge of our sector and making EIS investing easier for advisers and clients.
BPR is a growing sector in which advice is sought and happily paid for. 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.
EIS Industry Report Testimonials
I have found this report very useful covering many aspects of EIS. Nice to see statistics and average charges in the report too. I have saved the report for future reference as it will be a useful resource to refresh my knowledge.
Brilliant read for a complete novice to a daily professional, Intelligent Partnership provides research depth and consolidate the limited research out there in an excellent format.
This is an easy-to-understand yet thorough breakdown of the state of EIS investments
To expand your base knowledge and learn useful info to assist clients, especially those new to this type of investing
Information is clearly laid out and has helped me to be better prepared to address my clients’ financial planning options
Essential and comprehensive EIS analysis
This report gives you a comprehensive summary of the history and the present in the EIS arena.
I thought it worked well as a guide to EIS’s for those entering the market as well as providing valuable statistics to those already active in the market.
A comprehensive, factual report that provides a great reference point.
It is clear that this report is a very useful “Bible” on EIS investing.
The EIS Association were pleased to provide input and assistance in compiling the 2014 EIS industry report.
I wholeheartedly agree with Guy Tolhurst when he says that EIS’s time has come. With so much government backing and the economy now improving, this is a great time to look at these investments. Intelligent Partnership’s insightful and incredibly thorough report is a must read for anyone interested in EIS investing. I will be recommending this to my high net worth clients in 2015.
The 2014 EIS Industry Report from Intelligent Partnership is, in my view, an excellent piece of research; something which has been lacking within this area and industry. Since reading, St James’s Place have distributed the report widely through our network as a must-read educational document.
The report covers everything you need to assess the products and client suitability for EIS/BPR
Very informative and good resource tool that is readily available
Detailed and informative without being heavy going to read
Very informative, clear, consise, well presented and very easy to read
Excellent report which will assist with my working knowledge of EIS.
A very interesting and informative report, that I found worthwhile studying and very educational.
The report is very well put together in a clear and concise manner. It takes away alot the myths around this sector and makes it clear that it is and will be a growing market. One that each IFA should be involved in or at least have a better understanding of.
A comprehensive factual report that provides a great reference point.
Very informative and comprehensive overview, which I will retain for future reference.
Best and most comprehensive industry guide I have seen
The report was very thorough and gave an excellent overview to the background of the industry and analysis of the key stats
This is really useful and I will keep it to refer too. It provides all the main factors to take into account.
The AIR report was most useful and interesting and a valuable reference point for an adviser when considering an investment for a client.
Very detailed and informative which has increased my interest in the subject
VERY INFORMATIVE, IDEAL FOR USE WITH CLIENTS
Very thorough report, allowing you to get under the surface of this investment sector.
IP documents are always very well structured and easy to read. i like the way you present stats in tables and other diagrams. Additionally the written content is easy to read.
BPR Industry Report Testimonials
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.
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.
Good coverage of the market for those already advising and novices
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
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’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
Well worth reading
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.
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.
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.
VCT Industry Report Testimonials
Well written, concise, informative, and covers all the necessary bases.
Helpful, up to date, one stop document for VCT research and CPD
a good report which refreshes and improves knowledge on VCT and how they may be beneficial for certain clients. By downloading a copy then you have a instant VCT knowledge bank to hand.
A great read and insight into the market / outlook. Make sure you allocated sufficient time or you will not get the most out of the report.
An effective way of accessing information about a broad range of VCT providers and their investment styles in one place.
The report is brilliant.
This is an excellent overview of the VCT Industry – whether you’re new to this sector or just need to refresh your knowledge. A definite publication to keep close at hand for future reference.
Very comprehensive look at the VCT sector, taken from different viewpoints.
AIM Industry Report Testimonials
The report provides an comprehensive assessment of AIM investments that is possible to read in segments and has helped me to be more prepared for future client discussions and research
Take a morning to read it, I guarantee you’ll get more business afterwards!
The report is very thorough in covering the pros and cons of AIM investing
This provides an excellent overview of the market with detailed analysis making the market more easily understood by investors and advisers alike.
It contains lots of useful and accessible information.