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A new brand for rapidly growing tax-efficient adviser education and product distribution business

 

LGBR Tax has worked in partnership with investment managers at the forefront of the tax-efficient investment sector since 2012, to develop and distribute innovative products to investment intermediaries and educate advisers on how these products can benefit their clients. LGBR Tax has now renamed as LightTower Partners, reflecting the fact that the business has grown rapidly and now warrants its own brand, to differentiate it from its affiliate, LGBR Capital.

LightTower Partners will continue, independently and with industry partners, to provide its education, training and support service for advisers specifically focused on maximising opportunities for their clients, whilst providing distribution for investment-led managers in the sector. The comprehensive tax-efficient education programme includes a nationwide series of CPD accredited adviser events, Meet the Manager sessions, regular e-marketing product updates and educational media content aimed at the advisor market.

LightTower Partners undertakes distribution for investment managers across a full range of tax-efficient structures including VCT (Venture Capital Trust), EIS (Enterprise Investment Scheme), SEIS (Seed Enterprise Investment Scheme), BR (Business Relief) and IHT (Inheritance Tax) products with investment managers at the forefront of the sector.  Each of these government-sponsored structures operates under different rules and offers different tax planning benefits for advisers and their clients. This growth capital for UK SMEs is the fundamental reason for their existence in an effort to close the funding gap for smaller businesses.

Jack Rose, added; “The business has grown rapidly over the years, driven by increased adviser demand for tax-efficient investments to meet client needs. Recent changes to pension rules and a rising IHT burden have propelled new assets into the sector. We have responded to the real need for an effective and widespread ongoing adviser education programme, as deployed effectively these products can form an important part of an investor’s portfolio. Our new brand name demonstrates our ongoing commitment to the sector and its future, in partnership with our investment managers and adviser clients.

In a bid to raise awareness of the sector and increase understanding of tax-efficient products, their features and where they can help clients, in the last twelve months alone, we have hosted over 70 nationwide events attended by more than 200 adviser firms and 2,000 advisers on the full spectrum of tax efficient investment products from VCTs to BR. We have also commissioned two independent industry reports and participated in webinars, video tutorials, podcasts and contributed a regular educational blog.

“We have seen greater acceptance of the credibility of the sector and its benefit for investors, a better understanding of its role in the investment landscape and pensions environment, an improvement in its reputation and greater acceptance of the industry’s contribution to the UK economy.”

 

 

For more information about LightTower Partners contact us on 020 7071 3920.

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Please do not hesitate to get in touch for further information on LightTower Partners or on the investment products we distribute.

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Disclaimer

In order to view the information on the LightTower Partners website (lighttowerpartners.co.uk) (the “Website”), you must accept the terms and conditions set out below (these “Terms”) and our separate Terms of Use. These Terms create a binding legal agreement between us. For your own protection and benefit, please read these Terms carefully before starting to use this section of the Website. During each visit to this section of the Website, you are responsible for being familiar with, and are bound by, the then current version of these Terms. If you do not agree to these Terms, please refrain from using the Website. By clicking “Accept” below and accessing the information and material available on the Website, you accept these Terms.

IMPORTANT NOTICE: For legal reasons the contents of the Website cannot be made available to US residents. These materials and any products described herein are not being offered or targeted to US persons or to US residents and access by them is prohibited.

This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority.
This section is not intended for, and must not be accessed by, investors who would be classified as retail clients under MiFID. If you are in any doubt as to whether you would be deemed to be a ‘professional client’ or ‘eligible counterparty’, please seek professional advice and refrain from accessing this section until such advice has been obtained.

By clicking ‘I accept’ you confirm that you are an FCA authorised financial intermediary, you also confirm that:
(i) you are eligible to access this section of the website and that you are acting on the behalf of your client as their authorised adviser or are seeking information as a representative of an institution;
(ii) you understand that the information contained in this section of the website is provided solely for the use by the advisers of organisations or representatives of such organisations, and not for members of the general public;

I confirm that:

  • I have read and accept the Terms and Conditions of using this Website, detailed above;
  • I am a professional client or eligible counterparty for the purposes of the Conduct of Business Sourcebook of the FCA;
  • I will not make an investment in an Investment Product, or advise another to do so, if the promotion of the Investment Product to the type of investor I represent is prohibited;
  • I recognise that the information provided on this Website is for information purposes only and is not a solicitation of an investment;
  • I will study the Prospectus, KIID or Offering Memorandum of an Investment Product, including the risk factors before making an investment

Disclaimer

In order to view the information on the LightTower Partners website (lighttowerpartners.co.uk) (the “Website”), you must accept the terms and conditions set out below (these “Terms”) and our separate Terms of Use. These Terms create a binding legal agreement between us. For your own protection and benefit, please read these Terms carefully before starting to use this section of the Website. During each visit to this section of the Website, you are responsible for being familiar with, and are bound by, the then current version of these Terms. If you do not agree to these Terms, please refrain from using the Website. By clicking “Accept” below and accessing the information and material available on the Website, you accept these Terms.

IMPORTANT NOTICE: For legal reasons the contents of the Website cannot be made available to US residents. These materials and any products described herein are not being offered or targeted to US persons or to US residents and access by them is prohibited.

This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority.
This section is not intended for, and must not be accessed by, investors who would be classified as retail clients under MiFID. If you are in any doubt as to whether you would be deemed to be a ‘professional client’ or ‘eligible counterparty’, please seek professional advice and refrain from accessing this section until such advice has been obtained.

By clicking ‘I accept’ you confirm that you are an FCA authorised financial intermediary, you also confirm that:
(i) you are eligible to access this section of the website and that you are acting on the behalf of your client as their authorised adviser or are seeking information as a representative of an institution;
(ii) you understand that the information contained in this section of the website is provided solely for the use by the advisers of organisations or representatives of such organisations, and not for members of the general public;

I confirm that:

  • I have read and accept the Terms and Conditions of using this Website, detailed above;
  • I am a professional client or eligible counterparty for the purposes of the Conduct of Business Sourcebook of the FCA;
  • I will not make an investment in an Investment Product, or advise another to do so, if the promotion of the Investment Product to the type of investor I represent is prohibited;
  • I recognise that the information provided on this Website is for information purposes only and is not a solicitation of an investment;
  • I will study the Prospectus, KIID or Offering Memorandum of an Investment Product, including the risk factors before making an investment