The Home of Tax Efficient Investment

Arie Capital Technology EIS will provide private investors access to a selection of innovative growth companies that have an established proof of concept and commercial viability. The fund will focus investment in the areas of financial and medical technology, smartphone applications, Big Data & the Internet of Things & other web-based technologies

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 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 Growth Portfolio has a targeted return of 6%.

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 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 Foresight Williams Technology Share class is a new share class in the Foresight Solar & Technology VCT (formerly Foresight Solar & Infrastructure VCT).  It is a collaboration between the Foresight Group and Williams Advanced Engineering and will focus on early-stage, high-growth technology businesses. Foresight and Williams have been working together since 2015 and launched an EIS fund the following year, raising £40 million to date. This new VCT share class is presented as the next natural step in the collaboration between the two businesses. 

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.

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.

The Jenson EIS Fund 2019/20 is a managed portfolio designed to provide increased diversification as a portfolio investment. The balance between capital growth, portfolio risk and time horizon will aim to be maximised, whilst enhancing the tax advantages available. 

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.

The Fund seeks to leverage Newable's unique corporate infrastructure to invest in knowledge intensive companies at the scale up growth stage. The Fund will target the funding gap that exists for companies which have de-risked their technology, developed traction with customers and now seek funding to scale their commercial operations. 

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.

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.

ProVen VCT plc and ProVen Growth and Income VCT plc (the “ProVen VCTs” or the “Companies”) have launched a combined Offer for Subscription to raise up to a total of £20 million (being up to £10 million per Company) with an overallotment facility of up to a further £20 million (£10 million per Company).   This Offer will seek to build on the ProVen VCTs’ track-record of investing in entrepreneurial, growing businesses, as demonstrated by the recent disposals included in the table below. Investors in this Offer will also be buying into an existing diversified portfolio of companies, thereby gaining access to the potential flow of future dividends.   Returns generated by the portfolio will be enhanced by a range of attractive tax benefits (subject to the investor’s tax position), including 30 per cent income tax relief on the initial investment and tax free dividends.

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 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 Boundary Capital AngelPlus EIS Investment Fund represents an opportunity to invest in UK based, high growth technology companies alongside an experienced team of entrepreneurs and investment professionals. Boundary Capital believes that fund investors will benefit from a diversified, unique portfolio of opportunity, EIS tax reliefs and an advanced co-investment strategy.

The Boundary Capital AngelPlus SEIS Investment Fund represents an opportunity to invest in UK based, high growth technology companies alongside an experienced team of entrepreneurs and investment professionals. Boundary Capital believes that fund investors will benefit from a diversified, unique portfolio of opportunity; SEIS tax reliefs and an advanced co-investment strategy.

The Unicorn AIM VCT is one of the largest and best performing AIM-focused VCTs in the market with current net assets of c. £165 million. By virtue of its substantial size, investors in Unicorn AIM VCT are able to access an established, diverse and strongly performing portfolio of investments.

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 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.