The Home of Tax Efficient Investment

Albion VCTs offers an investment into an existing balanced portfolio of around 70 businesses with a net asset value of £377m.  Albion Capital is an experienced manager with a strong track record and specialist depth.  Their investment strategy focusses on growth and technology, targetting a monthly tax free income yield of around 5% p.a.  Amounts subscribed will be invested equally across each of the five Albion VCTs (unless otherwise directed by investors subject to a minuimum subscription of £1,000 for each VCT).

The Baronsmead VCTs are raising up to £40 million in relation to the 2020/21 tax year together with an over-allotment facility to raise up to a further £35 million in aggregate. Both are tax efficient listed companies which aim 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 Impact Life EIS Fund represents an opportunity to invest into highgrowth, high-impact private technology companies that enrich people’s lives. The Fund will benefit from a diversified, unique portfolio, EIS tax reliefs, and an experienced management team with a proven track record. Boundary has developed a proprietary methodology for measuring 'life impact' and in particular "Equivalent Lives Impacted" measures of "ELI" which is calculated and projected throughout the investment period as well as a generational period, i.e. a 25 year timeframe.

The Calculus VCT seeks to make investments in VCT qualifying companies with the following characteristics: Established businesses Capable and experienced management teams Diverse range of sectors 0.5% early bird discount for applications processed by 31st January 2021.

Committed Capital Growth EIS invests in high growth technology companies with proprietary technology, for which there is high demand. The UK technology market is broad and fast-moving. Committed Capital identifies attractive high growth market segments prior to selecting investee companies. Sectors currently invested in include Software-as-a-Service (SaaS), Education Technology (EdTech), Security, Internet of Things (IoT), Financial Services (FinTech) and Electric Vehicles.

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.

A generalist VCT giving you the opportunity to invest in over 90 companies from software & services to education. This VCT has an existing track record from income-generating, ventures and quoted companies.

The Foresight Williams Technology Share class is a share class in the Foresight Solar & Technology VCT (formerly Foresight Solar & Infrastructure VCT) and was originally launched in December 2019.  It is a collaboration between the Foresight Group, a leading independent infrastructure and private equity investment manager, and Williams Advanced Engineering (WAE), a technology and engineering services business originally spun out of the Williams Formula 1 business. The Offer provides investors with the opportunity to invest in a portfolio of early-stage companies with high growth potential, developing innovative and occasionally transformational technologies across a range of industry sectors.   Existing Foresight shareholders can benefit from a 0.5% discount on the initial fee.

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.

Hargreave Hale AIM VCT is an established Venture Capital Trust that aims to generate capital gains and income from its portfolio and to make distributions to Shareholders from capital or income whilst maintaining its status as a Venture Capital Trust. Although the Company’s Qualifying Investments are primarily in companies that are listed on AIM, it also has investments in private companies. As of 7th January 2021 the Company has received valid applications in excess of £19m so intend to utilise the £10m Over-Allotment Facility.

The sole focus of the fund is generating attractive returns for investors by investing in companies that provide a positive, measurable, social and environmental impact. The target investee companies will all be women founded or women co-founded businesses. The number of female entrepreneurs is growing steadily across the world, contributing to household incomes and growth of national economies. However, women face disproportionately more financial, time, human, physical and social constraints that limit their ability to start businesses or grow them.   Innvotec, through its research has identified significant indicators which show that investing in female founded or co-founded businesses will generate attractive returns.  The Fund's aim is not to impose restrictions on founders by targetting business sectors.  Innvotec is seeking to support talented entrepreneurs with sound propositions whatever the nature of their business.  

The sole focus of the Fund is generating above average returns for Investors by investing in companies each providing a positive, measurable social and environmental impact alongside generating a meaningful financial return for investors. The investment focus will remain broadly sector-agnostic, but, as with most capital appreciation Funds, there will be an inevitable bias towards Technology and its application. Specifically, the hybrid nature of the Fund will allow, not only investment in start-up and very early stage businesses (the SEIS portion), but also enable follow-on investment in more developed companies (the EIS portion). Some of which may have benefited from funding from the prior INNVOTEC-managed (S)EIS Funds – whilst equally supporting those emerging businesses that may have received prior support from elsewhere. 

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.

Information regarding the 2020/2021 Offers will be available shortly.

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. 

Octopus manages two AIM VCTs. Each offers a tax-efficient way to invest in diverse portfolios of emerging and established companies judged to have strong growth potential.   Octopus AIM VCT was launched in 1997 and Octopus AIM VCT 2 in 2005. Both VCTs have been making investments alongside each other, in proportion to the size of each VCT, since 2010. Each benefits from holding a broad spectrum of VCT-qualifying UK smaller companies. Although new investments remain small enough to qualify for VCT funding, the established nature of the Octopus AIM VCTs means that they feature a large number of maturing AIM-listed businesses. This means investors can instantly benefit from owning established portfolios of around 80 AIM-listed companies, many of which Octopus believe will continue to deliver sales growth and generate profits.   Up to £20 million of New Shares are being made available under the Offers, with an over-allotment facility for up to a further £10 million of New Shares. The maximum New Shares that may be issued by Octopus AIM and Octopus AIM 2 is £18 million of Shares and £12 million of Shares respectively The New Shares are payable by an applicant in full upon application. 

Octopus Titan VCT is the largest VCT in the market, with over £900 million of funds under management and a diverse portfolio of around 80 companies. Titan has a proud history of backing some of the UK’s most successful entrepreneurs, having made early investments in Zoopla Property Group, Secret Escapes and graze.com, among many others, and continues to provide backing to promising companies with the potential to become household names. 

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.

Pembroke VCT plc is a venture capital trust that provides investors with access to a private equity style investment strategy with significant tax benefits. As part of the Oakley Capital group of companies, we are committed to helping management teams realise their vision, utilising our extensive network and experience. From start-ups to more mature businesses we invest in founders and management teams we have confidence in, across industries we believe have exciting growth prospects.   In turn these entrepreneurs often seek the financial advice and operational and strategic expertise that our team can provide. We only invest in companies where we can add value over and above simply providing capital, and where we are confident our resources and experience can be most instrumental in their growth. We are hands-on investors, providing a supportive framework and access to unparalleled talent across our Board, Management Team and Advisers.

Each Company is seeking to raise up to £20 million through the Offer, with an over allotment facility of up to a further £10 million for each Company. The Offer is targeting returns which are greater than those available from investing in a portfolio of quoted companies, through each Company’s established strategy of investing in a portfolio of carefully selected small and medium sized private companies with the potential for rapid growth. Investors in the Offer will gain immediate access to an established portfolio of 48 companies in the case of ProVen VCT and 49 companies in the case of PGI VCT.

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 1st April 2021.

Stellar Growth is a discretionary managed portfolio service, designed to offer full relief from inheritance tax after two years with capital growth. Stellar Growth provides access to a wide choice of business activities that offer both security and diversification as well as qualifying for Business Relief. Stellar Growth offers access to seven trading areas and your capital will be spread across a blend of these.

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.

The SidebySide EIS Venture 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 invests in fast-growing technology-enabled businesses with £1-10million in revenue.  These more established companies will usually be at least several years old and typically have over 30 employees.  The fund looks for companies where there is evidence of a strong customer acceptance of the product and service offered, and where the fund believes they can add substantively to the knowledge and experience of the management team as the company grows.  The fund will accept applications for deployment in this tax year up to 1 April 2021.

The Offer will give investors the opportunity to subscribe for Venture Shares into the newly established Venture Fund, a new share class established within TP11, giving exposure to a portfolio of early stage companies with the potential for significant long term tax free capital growth and long term tax free income. Triple Point has been investing in and supporting early stage businesses for close to 15 years. The Venture Fund builds on Triple Point’s long track record with a distinctive approach to early stage investing.

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.   The next investment close for Vala's portfolio will take place on 2nd April 2021 for deployment in 2020/21 tax year

The Vala Sustainable Growth EIS aims to invest in companies that have the potential to grow rapidly, create significant value for investors, and make a positive contribution to the world’s sustainability challenges. The goal is to invest in companies that are aiming to make a meaningful difference to one of the major sustainability issues facing our economy, society and environment. Success for these companies will be defined by three equally important measures: their sustainability impact, their growth and development, and the value they build for investors. Each investment will go into a diverse portfolio of 6-10 companies

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.