Meet up to 8 providers of BR qualifying investments in one morning
About this Event
Attend our Business Relief Showcase to:
Hear up to eight leading investment providers talk about their investment solutions
Network with their investment specialists without having to commit to any further meetings
Compare key investment information, including charges and levels of risk and return
Leave confident that you have reviewed a representative sample of the solutions in the market
A genuine chance to compare managers:
The content of our BR showcase is based upon feedback from providers and attendees over what they want to hear discussed. Each presenter is asked to cover the same key issues that we know are top concerns for advisers:
Market Overview: a rundown of the key developments in the market in recent months, informed by our latest Quarterly Industry Update
Details of the investment provider: ownership, length of time in BR market, relevant AUM, performance track record and financial strength
Investment objective of the product: growth, capital preservation, income, or a combination of the three, and the targeted level of annual returns
Details of the underlying investments: How they will generate returns and how is liquidity achieved? What is the process to identify suitable investments
Details of all the charges: borne by both the investor and the investees during the product's lifetime, including any performance fees and admin and/or deal fees
The number of 'successful deaths' the product has had: how many estates have successfully claimed for relief from HM Revenue and Customs
Track record: AUM in BR, performance track record in BR and performance track record of the product
Covid-19: how they've dealt with the fall out from the pandemic including underlying investments, the impact on performance, and actions taken
Differentiation: What differentiates the product from others in the market
Adviser/Investor support: how advisers/investors are supported on the due diligence and investment journey into the product
In this way, anybody who attends will be able to review the products from up to eight investment providers on a like-for-like basis and then engage directly with the provider's adviser facing teams, saving the time and effort you would normally have to put into researching and sourcing these kinds of investments.
Why should you attend:
This Showcase is designed to give you the opportunity to review a representative sample of smaller company investment solutions in one half-day event, without having to undertake your own expensive and time consuming research, or committing to any further meetings with BDMs.
Get answers to questions like these:
How stealth tax rises are driving demand for BR?
What happened to inflows for Business Relief in 2020/21 and what does that mean for the future?
Why are income options increasing in BR when dividends elsewhere have been devastated by the pandemic?
ESG has become a huge issue within investments, but where does it sit within BR offers?
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?
With intergenerational wealth planning such a critical issue, where does Business Relief fit into tax planning for the next generation?
How could Business Relief be an answer to pension issues created by Covid-19?
Read what people have been saying about our showcase events:
"There is little enough education on this highly technical area of the market, so when you do have a chance to learn from and speak to 8 different providers at the same event, on the same day why wouldn't you attend? A well-structured, informative and well run conference, which was an excellent use of my time." Gareth Tregidon, Stafford House Investments
"What a great and succinct way to meaningfully compare providers and get an understanding of what they do, how they do it and what they charge for doing so." Graham Tiffin, Clairville York
"Like a website comparison site for BR providers but in the flesh." Julian Hanrahan, Crowe Clark Whitehall
"A very well run event giving exposure to a large number of top providers in the BR sector. Well worth attending if you are looking to research providers or increase knowledge in this area." Ian Paginton, Fraser Wealth Management
Timings for the day:
After a free breakfast, you'll watch up to eight BR investment providers speak for twenty minutes each. If you like what you hear, you can follow up with the fund representative in the breaks, but there's no obligation to speak to any of them if you don't want to.
08.30 - Registration & pastries
09.00 - Opening remarks & market update
09.15 - BR investment providers presentations (Part 1)
10.35 - Coffee break & networking
11.00 - BR investment provider presentations (Part 2)
12.20 - Q&A Panel with all providers
12.35 - Lunch & Networking
13.35 - Event End
By registering to this event you agree for your email to be passed on to the managers speaking at the event. If you do not wish to be contacted by the sponsors after the event please get in contact with [email protected].
Event Venue & Nearby Stays
London Stock Exchange, 10 Paternoster Square, London, United Kingdom
EUR 0.00