Masterclass Testimonials
Read what people have to say about our Masterclasses
In an area where it is difficult to get hold of adequate training and technical information, the masterclass provided good technical analysis, access to good fund managers and an overview of due diligence and suitability. I have been looking for support like this and will be subscribing to the Intelligent Partnership service.
Excellent format for the event. Punchy and to the point presentations from the most important providers in BPR market and experts that understand why this is a vital part of full IHT planning. Not the first Intelligent Partnership event I’ve been to and hopefully not the last.
The tax efficient Investment seminars on EIS, VCT and BPR are well organised and form an excellent introduction to a complex area of client advice. They provide a good overview of products and technical issues, and are a great way to make new contacts.
I found the EIS Masterclass to be excellent. It is the most comprehensive EIS educational session I have attended, with very little ‘product push’. I thought I had a very high level of knowledge, but still learnt some valuable new points.
EIS Masterclass
For me, the EIS Masterclass was an excellent A-Z of the EIS universe. As a director of a company who are relative newcomers to this area of investment, I found it gave me not only an excellent refresher on the taxation features, but also some extremely useful knowledge on the background of the type of companies who are attracting EIS investment and where the new key investment areas are/likely to be. It gave me an in-depth understanding as to the different types of EIS portfolio available, how non-mainstream pooled investments should be explained and recommended to clients compliantly, the level of care to be taken and what needs to be included in a suitability report. It also provided excellent information as to how EIS portfolios are diversified and the due diligence that should be performed when researching products and providers.
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Having attended a recent EIS Masterclass I would recommend these events to anyone who is either new to this markets or a veteran. The course provides an excellent overview of the marketplace and how EIS can be incorporated into your business practices. With any event such as this you wish to come away with at least one nugget that you can implement at the coalface. I had a few so would recommend this course to all.
The master classes provide an impressive mix of market information, product specific detail with suitability and compliance information thrown in. The presenters are well selected for their knowledge across the alternative investment marketplace as well as their ability to engage the audience in spite of the technical nature of the subject.
In a busy schedule this is time well spent. It was great to see so many top quality knowledgeable speakers in one place which really made the event worthwhile. The quality of the networking was good too. The quality of the venue, food etc was also good which adds to the overall high quality feel of the event.
A great overview for those new to this market or those simply wanting to brush up on knowledge. It covers things you need to know, other than product, and where and how you can get support.
I found the course to be very informative and access to the speakers to ask direct questions was very useful. I came away better informed
I thought the course was very helpful, and well presented in a good location. Not the normal ‘’quick fire no time to understand seminars”.
One of the best events I’ve been to in recent years.
A valuable and detailed overview of the issues we need to overcome when transacting EIS business.
BPR Masterclass
Excellent format for the event. Punchy and to the point presentations from the most important providers in BPR market and experts that understand why this is a vital part of full IHT planning. Not the first Intelligent Partnership event I’ve been to and hopefully not the last.
A very helpful overview of BPR from all useful angles. Thank you very much!
This Masterclass gave a good overview of the things that need to be considered when deciding when this type of area needs to be discussed with a client. The 2 talks that stood out were on Due Diligence and the IFA participation
VCT Masterclass
It covered a diverse range of topics from providers through to practitioners. Very useful. I also had the chance to chat to a number of professional connections which was welcome.
These workshops are professionally run, with a wide variety of credible presenters who really cover pertinent matters. I never imagined being as enthusiastic at a paraplanner session, which I think was the best element of the last workshop. They are recommended to all practitioners who operate in this area.
The Masterclass was a well organised event with some excellent speakers and very useful information. I will be sure to attend more classes in the future.
The session was very Informative and an excellent spread of different subject matters. I would definitely recommend this to peers and would be keen to attend any future sessions.
Great review of how, why and when to use VCTs.
Well run with a diversity of speakers and topics.
The Masterclass gives a really useful background to the VCT environment.