Curated by Dan Kiernan, Research Director of Intelligent Partnership, all of our events are CPD-Accredited for advisers and contain a range of compelling speakers from right across our industry. Each speaker has three things in common:
To us it's that last point which is most important. This is a genuine training event. That means the day is carefully structured to avoid the repetitive content other events sometimes fall prey to. We provide specific briefs to each speaker and we review every presentation before they take to the stage. This maintains the high-quality, varied presentations we've become known for.
We also have a zero-tolerance product pitch policy. Those guilty are swiftly blacklisted. Therefore you can be certain what you will hear is educational and informative - not someone trying to sell you something.
The Tax-Efficient Investments 101 is supported by SIFA, Octopus Investments, PUMA Investments and TIME Investments
Complimentary EIS and BPR Reports
As an attendee of the Tax-Efficient Investments 101, you will also receive copies of our 2015/16 EIS Industry Report and our 2015 BPR Industry Report. Our Industry Reports cover all of the latest developments in the sector, including changes to the rules and regulations governing the schemes and new financial planning ideas.
They also include a comprehensive industry analysis, giving readers benchmarks for fees, target level of returns and minimum investment levels. Readers can also find out what their peers are thinking via our surveys of advisers, providers and investors.
Every Intelligent Partnership event 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.
Registration & Networking
Opening Comments - Purpose of the morning
Setting the scene - purpose of the event, learning objectives and planning opportunities
SOLLA - Why work with SOLLA?
Purpose and aims of SOLLA
An overview of the BPR and EIS Markets
Summary of the tax benefits and overview of the number and type of products available in the market
BPR - AIM - Running a BPR qualifying portfolio on AIM
Understanding the details of estate planning products investing in AIM shares
BPR Private Company - Investing in unquoted BPR qualifying companies
A look at how BPR products are put together and maintained
EIS - Understanding EIS Funds
Getting under the bonnet of EIS funds
Professional Connections - What can working with advisers bring to your practice?
How legal and accountancy practices can broaden their offer to their clients by working with financial advisers
Summing up of the mornings' session, thanks and housekeeping
Lunch and Networking
An opportunity to discuss the mornings learnings, ask further questions and network with the speakers and other delegates
Still not convinced? Read what people have been saying about some of our other events:
"Their workshops on these subjects 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” Mark Hynes, Wealth Strategies
"The Tax-Efficient Investment seminars 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" Ewoud Karelse, Towry
"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" Jonathan Willis, True Potential Wealth Management
"Very well organised event. I found it extremely informative and felt the panels were exceptional" Jamie Davies, Crown Wealth Managment
"Well run with a diversity or speakers and topics" David Stone, Mansion House Capital
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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