BR
Showcase
11 september 2020
Business Relief is in its fifth decade as an effective IHT planning tool and is recognised as an important fiscal incentive for supporting scaling of businesses - just what we need right now. So we’re hosting a unique virtual showcase to explore in depth what the future holds for Business Relief and why it could still be a great choice for your clients.
An immersive virtual experience
investment presentations
What can you expect?
Bite-sized 5 minute clinics from investment providers on specific aspects of investment planning
Why now?
Why attend?
CPD
accredited
"Very informative, and the content and timings are both pitched at the right level.”
"A one-stop-shop for provider exposure.”
"An excellent way to meet and review a diverse group of providers in a time efficient manner.”
"Really good presenters who challenge the status quo.”
"Highly focussed and relevant - time well spent.”
"Very professionally run, well-spoken and interesting presenters."
If you have any questions about this event, contact: events@intelligent-partnership.com
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Hosting a virtual event means we can provide you with far more content and expert input than a live event would be able to cater for. You can also claim CPD hours for attendance.
Every update and presentation will remain online for one month after the showcase, so you can absorb the information at your own pace.
An event - all from your desktop
Registering gives you access to our digital resource library where you can view or download content from your own home, at a time that suits you and your work and family commitments.
Get answers to the critical questions: How have annualised returns for Business Relief investments have fared since lockdown?
How can Business Relief companies continue to deliver investment performance, economic growth and innovation and help drive the UK’s post-pandemic and post-Brexit recovery?
How could Business Relief be an answer to pension issues created by Covid-19?
WHY NOW
WHAT CAN YOU EXPECT
WHY ATTEND
15-minute sessions from a selection of BR investment providers
Exclusive BR-focused content will include
An Adviser's guide to business relief
london stock exchange
BR quarterly update
Intelligent Partnership
A Professional’s Guide to Estate Planning
Event testimonials
Watch live presentations, ask questions of presenters, chat with other delegates, view pre-recorded content or book virtual meetings with investment managers. It’s just like attending an event, but with no travel hassles and with everything built around your personal schedule.
An unprecedented amount of content available to you
A resource library accessible from anywhere
Keep learning long after the showcase finishes
Ownership, length of time in the market and financial strengh.
provider details
Growth, income, or a combination of the two, and the targeted level of annual returns.
investment objective
Do you have a sector focus, or a generalist approach? What is the liquidity profile of your product?
underlying investments
Borne by both the investor and the investees during the product’s lifetime, including any performance fees and admin and/or deal fees. All potential fees should be covered.
details on charges
AUM in AIM (you can include different strategies on AIM), performance track record in AIM (overall) and performance track record of the product you are discussing today (if you have more than one product).
your track record
What differentiates your product from the others in the market?
differentiation
Tutorials on key areas of BR investment tax-planning
bite-size clinics
Attend pre-arranged meetings with investment managers and providers
virtual booths
Find out what your peers think on the week’s key issues
live Q&A session
From key industry experts
keynote presentations
On demand presentation from Intelligent Partnership & MICAP
BR MARKET UPDATE
In partnership with
With intergenerational wealth planning such a critical issue, where does Business Relief fit into tax planning for the next generation?
Agenda
investment managers' response to Covid-19
Foresight Group, Octopus Investments, Puma Investments, Seneca, TIME, Triple Point and Velocity
Advising Older Clients : Key aspects of Vulnerability and it’s impact on Estate Planning
investment managers' product presentations
investment managers' question time
Visit their virtual booths, book meetings and live chat them
investment planning ideas, best practice and case studies
AGENDA
investment managers' question time (II)
Best Practice in Researching Business Relief investments
MICAP
Business Relief in a post lockdown world
Accredited
Book your place
video content
business relief: the wider context
Tim Fassam, Director of Government Relations and Policy, PIMFA
Tish Hanifan, Joint Chair of SOLLA
10.00
10.15
10.30
10.45
12.00
13.00
14.15
14.30
15.30
Click on a provider channel above!
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Video content
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Key aspects of Vulnerability and it's impact on Estate Planning
solla
Business Relief: The wider context
pimfa
Tish Hanifan, Joint Chair of Solla, discusses how to take into account vulnerability when considering estate planning options
Tim Fassam, Director of Government Relations and Policy looks at how Business Relief fits in the Governments wider plans
Business Relief in a Post Lockdown World
intelligent partnership
Best Practice in Researching Business Relief Investments
micap
Gain a broad market overview of the Business Relief marketplace from Jonathan Minter, Senior Editor - Financial Services at Intelligent Partnership
Alan Sheehan, Director of MICAP, explains best practise for researching business relief options
View expert commentary
Provider Channels
Foresight manages £6.5 billion for some of the world’s largest institutional investors, family offices, private and high net-worth individuals. Its investment strategies are underpinned by a strong environmental, social & governance (“ESG”) focus, which increasingly meets the demands of today’s investors and ensures we are consistently working towards creating a sustainable legacy for future generations. Foresight believes that a smarter future means diverting waste from landfill to convert into renewable energy; managing solar power plants and wind farms around the world to power industry with up to 100% renewable energy; acquiring utility scale battery storage assets to balance the grid; supporting small businesses across the UK with growth capital and providing attractive investment opportunities for some of the largest institutional investors while offering tax efficient opportunities for private investors
OFFER presentation
The benefits of BR with residence nil rate band planning
Mike Currie, Partner and Head of Retail Sales at Foresight Group, outlines the benefits of Foresights standard business relief product, as well as its accelerated Business Relief option, with optional group life insurance
Jenny Hunt, Strategic Partnership Manager, explains how business relief can be used as part of a wider estate planning tool alongside the residence nil-rate band when a client earns over the £2 million threshold
Founded in 2000, Octopus Investments set out to be a financial services company with a difference, and one that put its customers first. A part of Octopus Group, today they manage more than £8.6 billion on behalf of over 55,000 investors and have over 1000 employees. Octopus has won numerous awards, including the Five Star Investment Provider Award at the Financial Adviser Service Awards, voted for by financial advisers, 6 years running.
response to covid-19
Business Relief planning ideas for business owners
Octopus Investment's Head of Inheritance Tax Services Rob Skinner looks at how Covid-19 has impacted their IHT services over the past 6 months
Hear from Executive Business Development Manager Nick Bird and Head of the Octopus Inheritance Tax Service Rob Skinner about Octopus Investment Objectivs and what makes Octopus Investment's Business Relief offering different
Clients selling their business might offer an estate planning opportunity, explains Nick Bird, Executive Business Development Manager at Octopus explains
Puma Investments offer a range of award-winning investments across private equity, property finance and quoted equities, which support growing SMEs and professional property developers across the UK. Puma offers Business Relief investment opportunities as well as Venture Capital Trusts and Enterprise Investment Schemes, planning ideas and opportunities to develop professional connections.
A real case study on replacement BR and the detailed considerations that go with it
Karen Sullivan, Head of Strategic Partnerships at Puma Investments explains how Puma has reacted to Covid-19 and economic consequences it brought
Join Karen Sullivan, Head of Strategic Partnerships, and Andrew Derrington, Senior Business Development Manager, as they discuss Puma Investments, and Puma Heritage Estate Planning Service
Andrew Derrington, Senior Business Development Manager at Puma Investments explains why, in some cases, business relief is not just for your oldest clients
Seneca is an investment management and corporate advisory business which specialises in working with UK SMEs generating turnover of up to £100 million. The organisation was formed in 2010 by a senior group of financial services professionals with backgrounds in accountancy, stockbroking, wealth management, legal and banking. Seneca offers a complete corporate finance and advisory service for SMEs supporting businesses with debt and equity funding where appropriate.
How to secure sustainable growth or income whilst mitigating an IHT liability
Richard Manley, CEO of Seneca Partners, discusses the impact Covid-19 has had on Seneca's IHT service
Richard Manley, CEO of Seneca Partners details Seneca's Growth and Income Business Relief products
Peter Steele, Head of Client Relations at Seneca Partners, looks at when non-listed BR might be the most appropraite option for your clients
TIME Investments offer market leading estate planning products and long income funds that consciously strive to achieve the best risk adjusted returns for investors. They concentrate on providing solutions that are backed by steady, income producing investments; investments that are focused on real assets such as infrastructure and property. They do this to generate long term, sustainable returns for their clients who are at the heart of everything they do. TIME Investments support financial advisers, family offices and institutions and today manage over £3.5 billion of assets.
How to leave a sustainable legacy for future generations
Your questions about how Covid-19 has affected TIME Investment's IHT service answered by Business Development Director Henny Dovland
Learn everything you need to know about Time Investment's Business Relief product from its Business Development Director, Henny Dovland
TIME Investment's Elizabeth Greene, Senior Regional Business Development Manager, looks at how a client's legacy may go beyond just the financial
Triple Point is the place where people, purpose, and profit meet. Since 2004, we’ve been targeting this Triple Point in areas like infrastructure, energy efficiency and social housing, unlocking investment opportunities that make a difference. With £1.6bn under management Triple Point supports over 100,000 SMEs.
Putting your eggs in the right basket - investing for future generations
Hear how Triple point have responded to Covid 19 from Strategic Partnerships Manager Billy Brown
Strategic Partnerships Manager Billy Brown discusses Triple Point's use of lending and leasing as an asset class in estate planning
Learn how to successfully diversify your clients Business Relief portfolio with Triple Point's Billy Brown
Velocity looks to provide its investee companies with an unfair advantage beyond the provision of pure funding. Velocity are active, not passive investors bringing to bear their own experience as entrepreneurs, financiers, marketeers on the businesses we support, but also additional services provided through our extensive networks including alliance partnerships, accounts, legal, consumer research, brand strategy, co-funding and grants.
Business Relief Solutions when a power of attorney is in place
CEO of Velocity Credit Ventures Rupert Strachwitz discusses how Velocity has reacted to the Covid-19 crisis
Although a young Business Relief offering, Velocity Credit Ventures team has lots of experience. CEO Rupert Strachwitz explains why this could benefit your clients
Understand the issues to consider when considering Business Relief for a client using a power of attorney, with Rupert Strachwitz, CEO of Velocity Credit Ventures
AIM
Expert Commentators
Supported by
AIM at 25: What you need to know
The Head of AIM & UK primary markets at London Stock Exchange Group gives an update on AIM at 25, including some intriguing statistics and insights into the growth market's past and future.
A quick look at the impressive statistics AIM can boast on its 25th anniversary.
AIM at 25: ambition, growth, resilience
MICAP: Researching AIM Business Relief Services
Positioning AIM portfolio investing with your clients from an investors perspective
ig
A look at what has happened to AIM since the outbreak of Covid-19 in the UK and what the market movements tell us about the index and investment managers who call it home.
Considering best practice when researching AIM focused investment managers and their Business Relief products.
Jeremy looks at what investors concerns and requirements when thinking about AIM investing, giving advisers an investors eye view of their thought processes.
As it happened: Making sense of AIM movements during COVID-19
Head of AIM & UK Primary Markets at the London Stock Exchange with 11 years at the helm of AIM.
marcus stuttard
Analyst at IG with 20 years experience reporting on market and business news from around the world for Bloomberg and the BBC.
jeremy naylor
Director of MICAP a qualified Chartered Tax Adviser (Ireland) Financial Adviser (Ireland) who previously worked for Independent Trustee Company Ltd (ITC).
ALAN SHEEHAN
Head of Financial Services Content at Intelligent Partnership with experience of working for investment providers and producing award-winning industry guides and reports.
Lisa best
