Guy Tolhurst

The BPR Industry Report 2015 is the first market review of Business Property Relief (BPR). This 74-page report provides a look into the rewards and risks of BPR products and solutions, charting market growth and development. The report presents insights from the largest survey of adviser and provider attitudes to BPR plus guidance on client suitability, product selection, and planning scenarios. Gain understanding of the market with an analysis of all 52 BPR products launched since 1995.

The first industry report focused purely on fine wine as an asset class examines the investment case and the risks and mitigations of an enjoyable, collectible, tangible asset with a fascinating history and a future worthy of serious consideration. The Report explores supply and demand characteristics, geographic buyer profiles, investment strategies as well as the challenges around valuation and the expertise available to best optimise this portfolio diversifier.

This report takes a detailed look at the Rare Stamps and Coins sector. Covering the investment case, drivers of demand, recent and historical market activity, as well as the unique considerations and how to mitigate the risks of a rare stamp or coin investment. The report includes analysis of several rare coin and stamp indices and how they have compared to more mainstream asset classes. Alongside a comprehensive analysis of the market, the report highlights the challenges investors may face… Show more

This report takes a detailed look at the Rare Stamps and Coins sector. Covering the investment case, drivers of demand, recent and historical market activity, as well as the unique considerations and how to mitigate the risks of a rare stamp or coin investment. The report includes analysis of several rare coin and stamp indices and how they have compared to more mainstream asset classes. Alongside a comprehensive analysis of the market, the report highlights the challenges investors may face and provides guidelines for investing and opportunities in the market. Show less

This report takes a detailed look at the Rare Stamps and Coins sector. Covering the investment case, drivers of demand, recent and historical market activity, as well as the unique considerations and how to mitigate the risks of a rare stamp or coin investment. The report includes analysis of several rare coin and stamp indices and how they have compared to more mainstream asset classes. Alongside a comprehensive analysis of the market, the report highlights the challenges investors may face… Show more

This report takes a detailed look at the Rare Stamps and Coins sector. Covering the investment case, drivers of demand, recent and historical market activity, as well as the unique considerations and how to mitigate the risks of a rare stamp or coin investment. The report includes analysis of several rare coin and stamp indices and how they have compared to more mainstream asset classes. Alongside a comprehensive analysis of the market, the report highlights the challenges investors may face and provides guidelines for investing and opportunities in the market. Show less

Introducing the first industry-wide report on the Enterprise Investment Scheme (EIS), based on an analysis of 244 investments.

What will you gain from this report?

• The EIS explained - background and drivers of the scheme
• Key benefits and risks of investing in SMEs through EIS
• An overview of the rules and regulations surrounding EIS
• How EIS investment can be used to offset losses or reduce large tax bills
• Technical and financial analysis of the different EIS… Show more

Introducing the first industry-wide report on the Enterprise Investment Scheme (EIS), based on an analysis of 244 investments.

What will you gain from this report?

• The EIS explained - background and drivers of the scheme
• Key benefits and risks of investing in SMEs through EIS
• An overview of the rules and regulations surrounding EIS
• How EIS investment can be used to offset losses or reduce large tax bills
• Technical and financial analysis of the different EIS investment strategies
• Latest information on sentiment toward EIS from advisers vs investors
• Earn up to 4 hours of CPD from the IFP, CII and PFS

Key findings from the report

• Driven by new limits on the amounts that can be saved into pensions, the need for diversification and a desire to capture a thriving segment of a the UK economy, the EIS market is set to continue to grow to approximately £1.5bn annually


• EIS investments give generous tax relief on 30% income tax, zero capital gains tax and no inheritance tax if the investment is held for a minimum of three years

• A portfolio approach to EIS investing of 30 investments is seen as optimal, giving 95% confidence of picking an investment that returns over 10x capital

• The power of the tax and loss relief can be exploited further when they are combined with a portfolio based investment approach

• Advisers with clients who anticipate a large capital gain in the next twelve months, or who have made a large capital gain in the last three years might consider investing in an EIS opportunity to defer the tax liability

• 91% of advisers recommend EIS investments primarily for the tax benefits, whereas investors were more focused on the level of returns available with the tax benefits being less important

• Based on the investment register, minimum investment levels range from £400 to £100,000 with an average just over £15,000

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The 2014 Alternative Investment Report is the #1 source for independent analysis of real asset based alternative investments.

What you will get from this report?

• Gain valuable market intelligence across 148 richly-detailed pages
• Get a deep insight into 8 different investment sectors
• Benefit from analysis of 763 investment products globally
• Earn up to 5 hours of CPD from the IFP, CII and PFS
• Access the most up to date information to aid whole of market… Show more

The 2014 Alternative Investment Report is the #1 source for independent analysis of real asset based alternative investments.

What you will get from this report?

• Gain valuable market intelligence across 148 richly-detailed pages
• Get a deep insight into 8 different investment sectors
• Benefit from analysis of 763 investment products globally
• Earn up to 5 hours of CPD from the IFP, CII and PFS
• Access the most up to date information to aid whole of market understanding

Key findings from the report

• We have identified over 750 alternative investments which have been marketed to retail investors

• Several factors, such as product failures, scams and restrictive actions by the FCA have changed the regulatory landscape for alternative investments during 2013

• 100% of respondents from the Alternative Investment Summit agreed that more advisers should consider alternative investments for their clients

• Several mainstream markets have started to recover from the financial crisis but there is likely to be a large amount of volatility when the central banks withdraw stimulus and raise interest rates

• The FCA implemented PS 13/03, which came into force in January 2014, to restrict UCIS from ordinary retail investors, narrowing the market but ultimately protecting investors from poorly conceived products

• There's been a decrease in SIPP transfers as the FCA has tightened its grip on the alternative investment market, but a survey of SIPP industry experts showed that 43% believed it was OK to sell the product, then introduce the SIPP as a way to invest in it

• The number of firms distributing alternative investments has shrunk from 500 in 2012 to around 200

• Somewhat surprisingly 85% of new investment into alternative investments is made via an investment platform

• There are several alternative investment structures, all offering different degrees of liquidity and regulation, with directly held asset purchases being the least regulated

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Forestry is one of the most established alternative investment sectors and has long been favoured by the wealthy as a tangible long-term store of wealth. This report looks at the forestry sector from a retail investor’s point of view. The report includes detailed analysis of recent trends and developments in the sector, whilst considering the pitfalls to be aware of when considering this asset class and the opportunities that are available.

LEARNING OUTCOMES

- Understanding the… Show more

Forestry is one of the most established alternative investment sectors and has long been favoured by the wealthy as a tangible long-term store of wealth. This report looks at the forestry sector from a retail investor’s point of view. The report includes detailed analysis of recent trends and developments in the sector, whilst considering the pitfalls to be aware of when considering this asset class and the opportunities that are available.

LEARNING OUTCOMES

- Understanding the background and investment case for forestry
- Who has been investing and where investment has been going
- Investment structures and the regulation surrounding promotion, sale and protections
- Some of the main points to consider when undertaking research and due diligence
- A survey and detailed analysis of some of the largest investment providers
- Findings and analysis of the retail investment opportunities available in the sector Show less

The latest in-depth sector report from Intelligent Partnership looks at Hotel & Resort Property. This is part of the Alternative Investment Report series which are accredited by the CII and IFP for CPD purposes.

The report comprises of a detailed investment case, market update, investment considerations and potential in the sector. Alongside this there is a detailed review of the retail investment opportunities in the sector as well as an alternative investment register.

The… Show more

The latest in-depth sector report from Intelligent Partnership looks at Hotel & Resort Property. This is part of the Alternative Investment Report series which are accredited by the CII and IFP for CPD purposes.

The report comprises of a detailed investment case, market update, investment considerations and potential in the sector. Alongside this there is a detailed review of the retail investment opportunities in the sector as well as an alternative investment register.

The comprehensive investment register is the only place where you can see all of the direct, non-regulated, non-mainstream pooled investments (NMPI) and collective investment schemes in the hotel and resort sector gathered together in one place, allowing readers to do whole of market research. The register includes 119 directly held property investments, 29 investments with a corporate element and 13 collective investment schemes.

The hotel and resort property sector is diverse and extremely wide ranging and this report aims to educate the reader and aid their understanding of the sector. The report is aimed at advisors, intermediaries, sophisticated investors, SIPP operators, product providers, developers and other market practitioners who have an interest in the sector.

The intention is to capture the current state of play: the drivers that are shaping the sector; the opportunities that are out there; changes in regulation; pitfalls to avoid and how to invest sensibly. This should assist readers and help them make informed decisions about their involvement in this sector.

The alternative investment register lists all of the 161 hotel and resort property investments that we have been able to collect data for. Show less

Intelligent Partnership is pleased to publish an in-depth sector report on Energy and Renewables. This is part of the Alternative Investment Report series which are accredited by the CII and IFP for CPD purposes.

The report comprises of a detailed investment case for energy, demand and supply, investment considerations and potential in the sector.

Alongside this there is a detailed review of the retail investment opportunities in the sector, including a summary of the investment… Show more

Intelligent Partnership is pleased to publish an in-depth sector report on Energy and Renewables. This is part of the Alternative Investment Report series which are accredited by the CII and IFP for CPD purposes.

The report comprises of a detailed investment case for energy, demand and supply, investment considerations and potential in the sector.

Alongside this there is a detailed review of the retail investment opportunities in the sector, including a summary of the investment potential and future outlook for renewable energy. The alternative investment register lists all of the investments that are currently available to retail investors. The register includes 10 directly held investments, 7 investments with a corporate element, 24 collective investment schemes (CIS), 4 venture capital trusts (VCTs) and 41 enterprise investment schemes (EIS).

This report is aimed at advisors and those that are involved in or have clients that are interested in investing in the sector, however the content has a broader appeal to anyone with a commercial, vested or general interest in this new and rapidly changing sector. This report will provide the reader with an understanding of the global energy sector with a specific focus on renewable energy investment.

By understanding the drivers behind the energy sector, developments in the market, the investment case and the opportunities that are out there, advisers are better placed to help their clients – particularly if they want to engage clients with environmentally friendly investments that have a measurable social impact. Show less

As a follow up to AiR 2013, this is the first comprehensive report focused on Purpose Built Student Property marketed to UK retail investors, including details of the 98 investment products we have collected data for. Comprising a market update, demand and supply factors, investment considerations as well as investment activity and potential in the sector.

Intelligent Partnership has achieved accredited status for AiR: Purpose Built Student Property from the Chartered Insurance Institute… Show more

As a follow up to AiR 2013, this is the first comprehensive report focused on Purpose Built Student Property marketed to UK retail investors, including details of the 98 investment products we have collected data for. Comprising a market update, demand and supply factors, investment considerations as well as investment activity and potential in the sector.

Intelligent Partnership has achieved accredited status for AiR: Purpose Built Student Property from the Chartered Insurance Institute (CII). Readers of the report can claim one CPD hour (Continuing Professional development) towards their CPD scheme for each hour spent on the report, the CPD hours claimed should reflect the length of time studying the material. Achieving CPD accreditation for the AiReports as well as our alternative investment masterclass training, demonstrates a commitment to delivering only balanced, informative and high quality content to our partners.

LEARNING OUTCOMES

- You will understand the sector, market and investment case for student property
- You will learn what is driving demand and where the new supply is coming from
- Discover what the key due diligence considerations, benefits and risks are in the sector
- Details of the investments that are currently and have been marketed to retail investors Show less

The alternative investment market place has grown rapidly over the last five years, from less than 50 alternative investments in 2008 to over 250 today. With the sector growing as quickly as it has been, and understandably coming under increased regulatory scrutiny, we felt that the time was right to bring all of the knowledge we have learned over the last five years into an industry report. Our intention is to combine this knowledge with our own research and help readers make informed… Show more

The alternative investment market place has grown rapidly over the last five years, from less than 50 alternative investments in 2008 to over 250 today. With the sector growing as quickly as it has been, and understandably coming under increased regulatory scrutiny, we felt that the time was right to bring all of the knowledge we have learned over the last five years into an industry report. Our intention is to combine this knowledge with our own research and help readers make informed decisions about where they want to take their alternative investment business in 2013.

AiR is the first comprehensive industry report on Alternative Investments, with a focus on real assets marketed to UK retail investors in 2012. Assets covered include property, land, forestry, energy, farmland, precious metals and collectibles.

Intelligent Partnership has achieved accredited status for AiR 2013 from the Chartered Insurance Institute (CII). Readers of AiR can claim one CPD hour (Continuing Professional development) towards their CPD scheme for each hour spent on the report, the CPD hours claimed should reflect the length of time studying the material. Achieving CPD accreditation for AiR as well as our alternative investment masterclass training, demonstrates a commitment to delivering only balanced, informative and high quality content to our partners.

LEARNING OUTCOMES

- Gain a thorough understanding of the drivers behind the growth in alternative investments
- An analysis of the role, benefits and risks of alternative investments in a portfolio
- Take a closer look at the changing regulatory environment and the impacts this will have
- Understand how alternative investments can and have been promoted to investors
- Learn the findings from a review of over 100 products marketed to UK retail investors
- Gain an insight into the requirement for further due diligence and the key considerations
- Read an overview of the current consumer trends and market sentiment

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