Bes 2009 26.11.09 Itc Intermediary Presentation
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Bes 2009 26.11.09 Itc Intermediary Presentation

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Bes 2009 26.11.09 Itc Intermediary Presentation Bes 2009 26.11.09 Itc Intermediary Presentation Presentation Transcript

  • ITC Presentation to Intermediaries
    26th November 2009
    2009 ITC Powerscourt Dynamic Portfolio
  • New Environment
    National debt at 7.30am this morning is €74,636,824,000
    What will it be at 9am?
  • Challenges
    • Government response?
    • Over exposure to property
    • Liquidity
    • Client confidence
  • Clients
  • Financial Planning
    Tax relief
    Asset class
    50% better than AVC
  • Why BES?
    Tax relief between both parties (up to €300,000 in any one year).
    All income.
    On exit, tax is charged at CGT rate as opposed to income tax rate.
    Early access to cash, i.e. 6 year target investment.
    There are limited reliefs available going forward, Provides access to a private equity investment.
    The tax break reduces the sum at risk.
  • Why BES for you?
    • Access to an alternative source of business through meeting a client need
    • Helps to reduce the client’s effective tax rate
    • Provides a private equity investment play
    • Planning tool into a wider tax planning approach for the client
  • Why Portfolio Approach?
    • Collective negotiation and due diligence
    • Access to expertise in private equity
    • Provides the ability to win new clients
    • Clear alignment with investor
  • ITC is regulated by the Financial Regulator
  • Conor Moran
    Powerscourt Capital Partners
  • Overview
    • Private equity and venture capital boutique
    • Sean Melly and Conor Moran
    • Philosophy of transparency and partnership
    • Rigorous approach to investment analysis
  • Selection Process – 6 Steps
    Potential Investment Companies submitted through website - http://www.powerscourtcapital.ie/
    Detailed review and for appropriate companies an invitation to pitch
    Clarification questions and additional meetings, if required
    Draft heads of agreement
    Due diligence
    Legals and investment completion
  • 2008 Investments
  • Opportunities 2010
    POTENTIAL INVESTEE COMPANIES
    • Pharmaceutical Technology
    • Fraud Prevention Technology
    • Semiconductor Technology
  • Q & A