The Monthly: July 2019

02 Jul 2019 / Corporate research

Governance in business relief

Advisers need to look at the quality of governance behind business relief products

When advisers first start looking at business relief (BR) products, there is much to take in: the rules governing such products; the investment strategies being used; and what the investment risk is. It is easy to lose sight of the fact that, for non-AIM products, the investment is being made directly into a company or partnership, rather than a fund. It is, therefore, essential that governance is part of the diligence process.

Download the full report

Request a meeting

If you'd like to be introduced to the team at , get in touch.

Request a meeting