Business Development Updates
Selected for you to access the most valuable content we’ve shared with our adviser community. Here you’ll find a depth of insight and resources to help you and your business.
Download your Adviser Guide to Direct Lending
Direct Lending – connecting borrowers and lenders – has now grown into one of the most significant new sectors in the UK financial services landscape. Given this is a relatively...
What the UKs largest VCT could do for your clients
Step 3: Explore the UK’s largest VCT You’ve explained to a client how venture capital trusts (VCTs) work and how the income tax relief can help with their planning. The...
You are invited to the Brooks Macdonald Adviser Academies
You are invited to the Brooks Macdonald Adviser Academies Upcoming Adviser Academies Brexit and beyond: investing in 2019 January & February 2019| 29 locations across the UK Register and find...
Business protection made easy – with the Aegon Toolkit
Business protection doesn’t need to be complicated. With 5.7 million businesses in the UK* – each with their own specific financial needs - you could be missing out on a...
You are invited to the 2019 Invesco Investment Intelligence Seminars
You can now register for the first round of the Invesco Investment Intelligence Seminars 2019. Make sure you reserve your space! The end of the cycle? In this round Neil...
Can you hold your nerve while others lose theirs?
Recent market volatility has elevated investor fears, but these fears shouldn’t prevent you from seeing the bigger picture. Volatility can create attractive investment opportunities. In this most recent bout Orbis...
Powerful tools to help clients considering a VCT
Helping clients understand VCTs So you’ve identified a client who could benefit from a venture capital trust (VCT). Step two is to help them understand what VCTs are and how...
Calculating capital gains
In his latest video (18 Minutes), Paul Kennedy, FundsNetwork’s Head of Tax & Trust Planning, talks about the complexities of calculating capital gains. He explains the methodology and the different...
Getting the best value for your business – capital available to acquire or invest
Often when adviser firms decide to sell, or to seek capital for expansion, or sell a client bank they do so by talking to a few local contacts. But there...
Join NS&Is new phone service for advice firms
Join the firms who have already taken up the new telephone services via the Adviser Helpline (0800 092 1228). For the first time, firms now have access to information on...
New multi asset solution from Invesco
In an era of increasing regulatory pressure, the need for efficient, cost-effective and compliant investment solutions has never been greater. The newly launched Invesco Summit Growth Investment Series of five...
Octopus Titan VCT now open for new investment
Octopus Titan VCT, the UK’s largest venture capital trust (VCT), has just opened for new investment. The fundraising target is £120 million. Clients who invest before 25 October will get...
