LGBR Tax rebrands to a new brand for rapidly growing tax-efficient adviser education and product distribution business, they will now be known as LightBridge Partners

Working in partnership with investment managers in the tax-efficient sector since 2012, LGBR Tax has developed and distributed innovative products to investment intermediaries, alo0ng with educating Advisers on how these products can benefit their clients. Renaming as LightBridge Partners is to reflect that the business has grown rapidly and now warrants its own brand to differentiate it from its affiliate, LGBR Capital.

Jack Rose, Head of Tax Efficient Products at LightBridge Partners commented:
“Our new name unites two words that reflect our core principles. Light illustrates our innovative thinking and expertise in tax efficient investing, together with our commitment to sharing knowledge and insights through our tax-efficient education programmes. Bridge refers to our passion for building long-term partnerships. We are committed to helping advisers partner with their clients to shape their financial needs and in building lasting relationships with managers in the tax-efficient investment sector.”.

LightBridge 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.

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.”.

Head over to their new website to take a look at the new brand.



020 7071 3945


Throughout our site you will find links to external websites. Although we make every effort to ensure these links are accurate, up to date and relevant, we cannot take responsibility for pages maintained by external providers.