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We’re Finalists! Emerging BR Investment Manager – Unlisted

We are delighted to have been shortlisted in this year’s Growth Investor Awards by Intelligent Partnership in the category of Emerging BR Investment Manager – Unlisted. Congratulations to our team and fellow finalists! Link to the full list of finalists: growthinvestorawards.com/finalists-2023

The Inheritance Tax (IHT) landscape today

Against a backdrop of recent rises in asset values, higher volumes of wealth transfers during the Covid-19 pandemic, and a frozen nil-rate band until at least April 2028, more and more families are slipping into the IHT net. How could Business-Relief qualifying investments help investors and advisers navigate these market conditions? To find out more, … Read more

Meet the Manager Interview with Intelligent Partnership – Tom Lloyd-Jones

In a Meet the Manager interview with Francesca Eastwood in the latest Business Relief Update from Intelligent Partnership, Tom Lloyd-Jones discusses our investment strategy, some of the key characteristics we look for when choosing investment opportunities and why we believe asset backed lending is a good strategy for those thinking about their estate planning. To … Read more

Investing in Business Relief during economic uncertainty

In the current inflationary, higher rate environment, asset classes like real-estate credit can be relatively well-positioned to navigate the challenges ahead. The largely floating-rate nature of private credit, together with other attractive, structural features and relative income and return resilience, can offer investors an ability to mitigate inflation risk – while principal lenders have levers … Read more