“Can BPR investments generate income and growth and hedge against inflation?”
“What is best practice when it comes to due diligence and assessing a product?”
“What charges will my clients will face and how are they justified?”
“Are BPR qualifying investments risky and only suitable for high-net-worth individuals?”
The masterclass will cover when to choose a BPR solution, key features of AIM based BPR and what to look for when considering forestry and renewable energy. It will also cover key market metrics such as the market composition, charges and liquidity. Finally, it will explore some case studies focusing on identifying client scenarios where BPR investments can be used effectively and can support wider asset allocation.
The sessions will also consider investment topics, including appropriate levels of diversification and investment risks. You won’t have to listen to any product pitches though, because we don’t allow them.
For absolutely everything you need to know about our BPR Masterclasses, visit our dedicated webpage.
Every Intelligent Partnership masterclass gives you exclusive access to some of the top practitioners in the business. You'll learn from their successes (and sometimes, their mistakes), and receive a wealth of knowledge and perspective you can put into practice when you return to the office.
Confirmed speakers for this event include:
Adrian Scales - MICAP
Alan Hind - ICAEW
Anthony Crosbie Dawson - FIM
Dave Hughes - TIME Investments
Dave Robinson - The Wealth Care Partnership
Dave Seager - SIFA
James Faulkner - Oxford Capital
In just half a day, you'll get energised with a remarkable scope and depth of extremely relevant and timely professional training.
Registration & Breakfast
Introduction to the morning
|09:05||BPR: Why and How - Why consider BPR and how to construct BPR portfolios|
|09:25||AIM to Avoid IHT - BPR on AIM|
|09:45||Navigating the BPR Jungle - Key market metrics|
|10:05||Sustainable Real Assets - BPR qualifying investments in UK forestry and renewable energy|
|10:55||Estate Planning & The Legal Landscape|
|11:15||Due Diligence - How To Source and Assess A BPR Product|
|11:35||Working with Professional Connections (Accountants)|
Working with Professional Connections (Solicitors)
How BPR Can Add Value To Your Advice Proposition
"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.” Hugh Morton, Morton Financial Services
"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." Christopher Green, St.James's Place
"A very helpful overview of BPR from all useful angles. Thank you very much!" Jonathan Willis, True Potential Wealth Management
We deliver accredited research, training and events to a community of financial services and investment professionals. IFAs and Wealth Managers make up the majority of our 5,000 subscribers, all of whom are interested or active in alternative investments.
Our aim is to increase awareness and engagement amongst intermediaries, providing them with the tools and information they need to speak knowledgeably with their clients about the whole alternative investment universe.
Our content is delivered using digital and printed reports, via video and through live events – these are accredited for Continuing Professional Development (CPD) by the Chartered Insurance Institute (CII), Chartered
Institute for Securities & Investment (CISI) and Personal Finance Society (PFS).
We are building a future where alternative investments are as easy to understand and access as mainstream assets. If we can do that we will create a much more open and efficient market for everyone.
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