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.

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Victor Mello Midas Wealth Management

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.


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Christopher Green St.James's Place

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.


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Ewoud Karelse Towry

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.


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Martin Hill TWP Wealth

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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Alex Shaw The Lawrence Scoffield Group


BPR Masterclass

VCT Masterclass