The Home of Tax Efficient Investment

The Baronsmead Second Venture Trust is raising up to £20 million in relation to the 2019/20 tax year together with an over-allotment facility to raise up to a further £5 million in aggregate . The Baronsmead Second Venture Trust is a tax efficient listed company which aims to achieve long-term investment returns for private investors.

Blackfinch has created the Adapt AIM Portfolios to offer a swift and simple solution to the challenge of IHT. Assets become up to 100% exempt from IHT after a two-year qualifying period. The service allows you to stay in control of the invested capital while also offering the potential for returns. Our discretionary services can help you mitigate Inheritance Tax (IHT), without missing out on the market. We focus on capital preservation, growth and tax efficiency, while targeting returns through highly diversified portfolios. Advantages of AIM investment include ISA eligibility, while flexible structures ensure control. Our partnership with Chelverton ensures high diversification.

The Adapt IHT Portfolios provide an option for investors who choose to focus on capital preservation in exchange for a lower target return, and an option for clients seeking an opportunity for enhanced growth while still investing into portfolios that have an emphasis on capital preservation. Blackfinch Capital Preservation Portfolio has a targeted return of 4%.

The Thrive Corporate Management Service has been created with the aim of enabling business owners to utilise surplus cash within their company while staying in control of their capital. This is achieved through surplus cash always remaining within the business. Blackfinch is appointed under a management agreement to provide the Service to the directors of the company. Through this agreement, Blackfinch helps the team to develop a trading strategy, based on asset-backed lending and property development lending, which sits within the directors’ own risk profiles and return expectations. While the business owners stay in control of the day-to-day business, Blackfinch presents underlying trading opportunities to the Board, executes the trading strategy and works to meet business targets. 

Blackfinch Ventures aims to provide significant returns for investors by supporting high-calibre start-ups. We invest in the UK’s most innovative new firms, focused on early stage companies across sectors with technological potential. We support disruptive businesses, offering products that address real world needs, with the capability to make an impact in global markets.  We assume risk, but the growth potential for returns can be considerable for the companies that succeed. We aim to invest capital within 12 months of receiving the client’s application and investment funds.   Application deadline for investment in the 2019/2020 tax year is 12pm, Friday 27th March.

The focus of the Fund is to invest in UK based early-stage companies that seek to lead the market in provision of innovative product design and manufacturing. The Fund seeks to invest at least £100,000 in each Investee Company in return for circa 15% to 30% equity, across at least five companies. The next close for the British Design Fund is Friday 31st July.

The Deepbridge Innovation SEIS offers investors an opportunity to secure potentially attractive returns by investing in a diversified portfolio of seed-stage innovation companies. The Deepbridge Innovation SEIS will invest in a diversified portfolio of a minimum of five investee companies, each of which will focus upon the development and/or application of technological innovation to address an identifiable market demand or consumer need.

The Deepbridge Life Sciences SEIS is an opportunity to secure potentially attractive returns by investing in a diversified portfolio of early-stage life science companies, whilst taking advantage of the considerable income tax, capital gains tax, and inheritance tax benefits available under the Seed Enterprise Investment Scheme.

Foresight VCT plc is pleased to announce the launch of an offer for subscription (Offer) to raise up to £20 million (with an over-allotment facility to raise up to a further £5 million) through the issue of new shares. The Offer will provide shareholders and new investors with a further opportunity to invest in the Company and benefit from the VCT tax reliefs available to qualifying investors.

The Fund offers investors the opportunity to invest into a portfolio of early-stage SMEs (Small and Medium Sized Enterprises) developing innovative and transformational technologies. The investments are intended to be structured to qualify for the tax reliefs available through the Enterprise Investment Scheme.

The fund will seek to invest in high-growth companies operating in the creative industries that have experienced entrepreneurial management teams, the potential to address large, new markets or disrupt existing ones and the ability to generate returns for investors that are multiples of their invested capital.   The deadline for the next allotment is Thursday 30th April.

A discretionary EIS & SEIS investment management service leveraging the experience and expertise of our investment team to select a diversified portfolio of the most promising companies that have passed through the GrowthInvest due diligence process. It is noted that both GrowthInvest and Sapphire Capital Partners LLP have a material interest in this fund.

Founded by Scott Weavers-Wright and Fred Soneya in September 2013 as an angel co-investment joint venture under the “Haatch Angel” brand, Haatch is an early stage investment business backing the pioneers of the digital revolution. The Haatch Angel core focus has been within the SaaS and retail technology verticals. However, with the launch of Haatch Ventures the investment focus has expanded to cover B2B SaaS, Pro-Consumer, On-Demand, Gig Economy and Digital Consumer.   Haatch was founded on the back of the start-up program at Kiddicare. Kiddicare.com, founded by Scott Weavers-Wright and sold to Morrisons in 2011 for £70m cash, hand-selected retail technology start-ups to provide first-of-their-kind customer experiences, creating a platform which led to 10+ start-up acquisitions.    Haatch Ventures enable investors to benefit from our knowledge & experience of investing in disruptive UK technology whilst taking advantage of significant tax reliefs under the SEIS & EIS scheme.

The Mariana Growth EIS Fund offers investors the opportunity to invest in a portfolio of EIS qualifying companies across multiple sectors; favouring companies with a disruptive business model or cuttingedge technologies that will allow them to challenge the incumbents within their sectors.

The Mercia EIS Fund aims to triple invested capital within five to seven years, including tax reliefs, by investing in a well-diversified, early-stage, multi-sector technology fund. In order to achieve this, they expect one third of companies to fail, and one third to achieve over 3x. The Mercia EIS Fund's investments are focused on the under-served geographical regions of the UK, investing in sectors in which they have deep expertise.

Now for the first time, as a private investor, you can invest in the Nova Cofoundery SEIS and EIS Fund (the Fund). In doing so you are investing alongside Nova in our Cofoundery portfolio. Along with benefiting from the many years of operating experience accumulated by the Nova team you are also benefiting from, in our view, a very attractive category of tax relief available to UK investors.   The next targetted close for the Nova Cofoundery fund is June 5th 2020. 

Oxford Technology has been investing in technology start-ups since 1983. The Oxford Technology EIS Fund will aim to provide each investor a diversified portfolio of 5 - 10 EIS Investments in high risk, but high potential early-stage technology companies near Oxford.

Puma Alpha VCT plc, the 14th VCT from Puma Investments, is a generalist VCT that targets investment into a portfolio of established, revenue-generating companies. New investors will be buying into a portfolio of established VCT-qualifying companies with strong management teams in sectors providing structural support for growth. The VCT will be managed by the Manager's private equity team and the Manager has 22-year track record of investing in SMEs in the UK. Across it's VCT and EIS products, the Manager raised over £318 million and invested into more than 50 qualifying companies with 25 full exits since 2005.   The next allotment deadline is 30th September 2020.

The Symvan Technology EIS Fund has been established to enable investors to invest in technology companies with high growth potential. Symvan Capital Limited considers that companies in the technology sector that have high growth potential and which also qualify for EIS tax reliefs which fit with the Fund’s focused investment criteria have the potential to offer investors an attractive return.   For investment in the 2019/2020 tax year, applications must be approved and funds cleared by Tuesday 31st March.

Atlantic Screen Media EIS Fund is a discretionary managed portfolio service that uses the team’s experience to provide Investors with the opportunity to invest in the Intellectual property of a broad range of media companies. Initially, the new fund will look to invest in a comic book company, a TV series development company, as well as in Atlantic Screen Group's own existing film and television music score business.

The SBS Later Stage EIS Fund has been formed to invest in and actively guide a select number of companies as they transition from scale-up to large scale commercialisation. The Fund will seek to invest in up to eight later stage transitional companies with an established customer base and revenue. In addition to the eight transitional companies in the Fund we may also, very occasionally, make small investments in a few earlier stage companies if we believe the management and strategic opportunity might mature to make them future Fund members. All companies will be companies that qualify for EIS that are located primarily in the United Kingdom or will qualify for EIS by having a permanent establishment in the United Kingdom. Next close 20th November 2019.

The Vala EIS Portfolio provides investors with the opportunity to participate in shares of 6-10 small companies with big plans for growth, hand-picked by an experienced group of entrepreneurial investors. The Fund will invest across a range of sectors, including technology, engineering, fintech, media & entertainment, lifestyle brands and food & beverage. The companies will have received Advanced Assurance for the Enterprise Investment Scheme and Vala commits its own capital alongside investors in each tranche of fundraising. Vala will close their next investment tranche on 30th June 2020.

The Velocity Credit Ventures Portfolio Management Service (“Service”) gives investors exposure to a diverse portfolio of credits to small and medium UK enterprises (“SMEs”) and managed by a team with broad corporate and financial experience.   The Service aims to preserve capital value whilst seeking to provide an annual targeted return to clients of between 3% and 6%.   Investors are allotted shares in one or more companies (“Trading Companies”).   The Trading Companies purchase insurance to protect against the risk of credit default.   The shares should qualify for Business Relief and therefore should be eligible for Inheritance Tax Relief after two years.

The dynamics of the technology market have been transformed over the past decade. The advent of the digital economy has given innovative start-ups the ability to disrupt the way well-established industries operate, with the potential to rapidly undermine entrenched businesses and quickly achieve remarkable valuations. It is a time of opportunity for innovative companies with the products and ideas to challenge the way traditional businesses operate. Velocity Capital Advisors aims to exploit this opportunity, appraising potential investments not just for the traditional business qualities of strong management, robust operations and risk management, but also for dynamic attributes that flourish in the digital economy and technology environment, namely: innovation, scalability, agility and speed to market.  will present to the Investment Manager opportunities to invest in start–up and early stage businesses that exhibit these characteristics.

The dynamics of the technology market have been transformed over the past decade. The advent of the digital economy has given innovative start-ups the ability to disrupt the way well-established industries operate, with the potential to rapidly undermine entrenched businesses and quickly achieve remarkable valuations. It is a time of opportunity for innovative companies with the products and ideas to challenge the way traditional businesses operate. Velocity Capital Advisors aims to exploit this opportunity, appraising potential investments not just for the traditional business qualities of strong management, robust operations and risk management, but also for dynamic attributes that flourish in the digital economy and technology environment, namely: innovation, scalability, agility and speed to market.  will present to the Investment Manager opportunities to invest in start–up and early stage businesses that exhibit these characteristics.