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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.

This is an opportunity to invest in the first ever HMRC Approved Impact Fund. which invests in businesses that address sectors derived from the UN's Sustainable Development Goals.  The fund has a clear and transparent methodology that each investee business will benefit at least one hundred million people. 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. The Approved Fund makes tax planning easier as investors will receive one EIS5 certificate as of the close date of the fund.  Each investment will go into a portfolio of 5-9 early stage technology businesses and the fund targets a 3x return over 5-7 years. Charges are levied at the investee companies so investors will recieve tax relief on 100% of their investment after any Adviser fees.  

The investment policy of the Company is to invest in UK businesses across a broad range of sectors that blends a mix of businesses operating in established and emerging industries that offer opportunities in the application and development of innovation in their products and services. The VCTs invest in growing businesses located in the UK regions. The improved economic climate has increased the demand for equity investment funds provided by Venture Capital Trusts. As a result of this the VCTs have deployed a total of £20.5 million in the 12 months to 30 June 2021. The aim is to produce strong financial returns for investors and have a positive impact on society and the environment.   

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 Life Sciences EIS represents an opportunity for private investors to participate in a selected portfolio of healthcare innovation, whilst taking advantage of the tax benefits available under the Enterprise Investment Scheme. The investment strategy of the Deepbridge Life Sciences EIS is to invest in a diversified portfolio of up to ten investee companies that participate in biopharmaceuticals, biotechnology and med-tech.  The global life sciences industry is one of the leading sources of innovation available today. During the 20th Century, life science research has resulted in scores of breakthrough therapies and new methods for the early detection of disease.

The Deepbridge Technology Growth EIS represents an opportunity for private investors to participate in a selected portfolio of innovative growth companies, taking advantage of the tax benefits available under the Enterprise Investment Scheme. The Deepbridge EIS focusses principally on energy and resource innovation, medical technologies, Business enterprise and other high growth IT-based technologies.    

The Endeavour Ventures Managed EIS Portfolio Service offers the chance to build a diverse portfolio of equity investments in small and medium sized enterprises (SMEs) in the UK, managed by one of the most successful and longest established boutique investment firms in the country. The Portfolio Manager builds each Investor their own portfolio of shares in qualifying unquoted and/or AIM quoted companies typically over several years. A typical portfolio will likely include a mixture of holdings in more established companies seeking capital growth and some earlier stage businesses identified as having the potential to provide capital growth.  Arrangement and Annual Management Charges are levied at the investee companies, see IM for more details.

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.

Fuel Ventures aim to find the most ambitious entrepreneurs building market leading companies, investing between £250k and £2m into companies with early commercial traction. The Fuel Ventures Scale Up EIS Fund invests in a portfolio of 10-12 technology companies, with a focus on marketplaces, platforms and software (SaaS). They have invested in a range of sectors to date, including fintech, logistics, manufacturing, events and the world of work.  The fund focuses on companies at the seed stage, which have the potential to generate lucrative returns. The companies will have an exceptional founding team, proven commercial traction and be ready to scale. By bringing most of the portfolio companies into Fuel Ventures' co-working space, they are able to provide hands-on support, advice and connections for a minimum of 12 months following investment  

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. **Next soft close Friday 30th July**

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.      First Allotment is due on or around 11th October 2021 and then monthly thereafter.   ***As of 21st September the early bird offer for the first £15m is now fully subscribed***   ***As of 22nd September Hargreave Hale will utilise their over-allotment facility of £20m***

SEIS funds will be invested into early stage companies which are developing innovative and disruptive technologies whilst also enabling investors to attain attractive upfront tax reliefs. Each SEIS Investor’s subscription to the Fund will be invested in a portfolio of between  8 and 12 companies. Jenson has managed 9 SEIS exits to-date.

The Maven VCTs target investment in young and dynamic growth businesses that often benefit from contracted recurring revenues and may be less directly affected by the recent economic volatility, including businesses active in defensive sectors such as software, cyber security, training, healthcare and data analytics, which are often not consumer focused and have been less affected by the global COVID-19 outbreak than other sectors. The Maven VCT portfolios also have relatively low direct exposure to the retail, leisure, hospitality and entertainment sectors, which have been most immediately impacted.    The new offer is for £20m into both Maven VCT 3 and Maven VCT 4 (including the over-allotment facility of £10m each)

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. Target deployment is within 12 months of the fund soft closes of March, June and December each year, and the target portfolio size is 15 companies.  Investments are made into sectors which have modest capital requirements but high growth potential,  

***Coming Soon***     The new offer will build on the Northern VCTs’ successful track record taking into account the investment pipeline, while providing scale-up funding and follow-on investment for the current venture portfolio of 30 companies with growth potential.

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. Soft Close 21st October 2021: Nove have a number of companies closing their SEIS rounds in October alongwith 7 new companies to invest in.  This trache will close on 21st October.

Britain's first HMRC approved EIS knowledge intensive fund investing in companies focused on novel drug discovery and AI technologies.   The o2h human health EIS knowledge intensive fund is intended for investors who want to achieve capital growth (rather than income) by investing in a Portfolio of unquoted and/or AIM-listed companies, which have the potential to increase in value significantly The investment focus of the Fund will be therapeutic drug opportunities or technologies that enable drug discovery with an emphasis on Artificial Intelligence (AI). The geographic scope shall be UK wide but will target the growing Cambridge biotech cluster which is now the global headquarters of AstraZeneca, and is home to many biotech companies some of which have subsequently been snapped up by large pharmaceutical companies. Next close date 29th October 2021.

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***Coming Soon***   

One Planet Capital is targeting a minimum raise of 2m GBP for its inaugural fund which will be deployed across 12-15 early stage companies that have potential global reach and impact, and sit within the green/sustainable/circular economy space.  OnePlanetCapital (OPC) is a specialist fund for the  emerging green economy. It is a broad-based fund  targeting investments that will aim to tackle CO2 emissions as well as businesses with a positive environmental impact.  The driving force behind the formation of One Planet Capital came from the founders shared concern for our planet. They believe that capitalism has an important part to play in solving the environmental challenges faced today, and by investing in the next generation of companies that will solve these problems they can create a positive global impact. Their mission is to raise 100m GBP for businesses solving issues across Co2 emissions, environmental protection, consumer sustainability and recycling. From an investor point of view the green industrial revolution obviously represents a huge opportunity as we transfer very quickly to a low carbon economy.  ***Next close 29th October for deployment this tax year in upto 8 companies*** 

The Oxford Capital Growth EIS offers investors (both direct and advised) the opportunity to invest in a portfolio of shares in start-up technology companies that have the potential to grow rapidly and provide exposure to sectors in which the UK is a world leader such as financial technologies and future of retail.  When selecting new investments, they look for companies that exhibit high growth characteristics or high potential.  Oxford Capital look for businesses whose management teams are committed to following principles of good governance as their business evolves and who have the potential to make a positive impact to the environment and on society as a whole. 

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 provides Investors with access to a series of carefully researched investments currently focusing on its six key investment segments being: Food, Beverage & Hospitality, Wellness, Education, Design, Media and Digital Services. Pembroke will continue to invest in a diversified portfolio of smaller unquoted companies with the objective of generating significant returns, whilst enabling Investors to benefit from substantial tax advantages. Pembroke seeks opportunities which are capable of significant organic growth and sustainable cash generation. A key feature of this strategy is an investment bias towards early stage and founder-led businesses. New Investors will gain immediate access to a maturing portfolio of growing businesses and to a well‑establisheddividend‑paying VCT. These assets include high growth opportunities such as Thriva and Dropless. Pembroke intends to use the funds raised to make a number of follow‑on investments in companies in which the Company has already invested – where further capital will accelerate their growth plans. Approximately 15% of the Company’s current investments are in businesses that are now trading profitably at the operating profit level.

The product is an Alternative Investment Fund in the form of a Venture Capital Trust. The VCT comprises a New “B” Share class to be issued by an existing VCT, Hygea vct plc. Seneca Partners will manage the New “B” Share class and the VCT will be renamed Seneca Growth Capital VCT PLC on the first allotment of the New “B” Share class. This new class of shares will be listed on the premium segment of the Official List of the UKLA and admitted for trading on the Main Market of the London Stock Exchange following this first allotment.   **UPDATE 20th May 2021** The Directors of the Company have agreed to extend the closing date of the Offer from 5.00 p.m. 28 May 2021 to 5.00 p.m. 24 September 2021, unless previously fully subscribed (or earlier at the discretion of the Directors).    

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.

Symvan Capital provides the Fund with the opportunity to invest in technology companies with high growth potential that would not normally be available to private investors. The aim of the Fund is to focus investment on businesses, which have established plans and management teams, have demonstrated growth potential with strong commercial opportunities, and are planning to exit in approximately five years.  Symvan Capital believes there is a good opportunity to achieve attractive returns in the technology sector by focusing on the ‘postseed’ investments. These companies are often at a time in their development cycle where they have potential to deliver the greatest inflection in investment value - the three to five year period before an exit (e.g. a sale to trade buyer or fund, or an Initial Public Offering) when they are looking to demonstrate their scalability through delivering a consistent record of continual high growth. 

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.

British Ventures EIS provides a fresh alternative to the challenges of venture building. Vala use their financial and intellectual resources to convert ideas into commercial opportunities that create capital value.  The Vala British Ventures EIS provides investors with the opportunity to participate in shares of 8-12 small companies with no more than 20% committed to one single company.  Deployment is targetted within 12 months of investment into companies from the following sectors: technology, engineering, media and entertainment, fintech, lifestyle and wellness, food and beverage.   ***The next investment close for the British Ventures EIS will take place on 1st November 2021***   ***Investors in this tranche of £2m will have the first 2 years AMC waived so 100% of their investment will be deployed***

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   Next soft close for the fund is 31st December 2021 targetting full deployment by tax year end.

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.