The Home of Tax Efficient Investment

Arie Capital Technology EIS will provide private investors access to exciting UK technology start-ups and early growth companies that are solving real-world probelms and making a social impact. Investments will be made into 5-10 companies, for amounts between £100k to £500k per company.  Primary investment sectors are FinTech, Sustainable Technology, Ecommerce, MediaTech, MedicalTech, Connectivity, DeepTech and EdTech.

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 Blackfinch Spring VCT invests in early stage high-growth technology-enabled companies.  Blackfinch co-invests with clients. Their expert team is focused on a flow of high-quality deals. It sources firms using extensive networks, cutting-edge research platforms and stringent criteria. The VCT may also make follow-on co-investments in firms funded by the Blackfinch Ventures EIS Portfolios. As the team advises on investments for the VCT and the EIS, it brings deep knowledge, experience and past data on firms. The Company is seeking to raise up to £20 million (with an over-allotment facility of up to a further £10 million). The Offer has been launched to provide Investors with the opportunity to invest in a company with exposure to high-growth technology-enabled portfolio companies with the expected benefit of VCT tax reliefs.    Early Bird Offer 1.5% per share for new applicants recieved by 27th January 2022 1.0% per share for new applications received after then but before 4th April 2022 Loyalty Discount 1% per share for existing investors throughout the Offer

The focus of the Fund is to invest in purpose-led 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 £150,000 in each Investee Company in return for circa 5% to 20% equity, across at least 10 companies. Investors can select SEIS only, EIS only or mixed EIS and SEIS portfolios.

  Committed Capital are a growth stage venture capital investor, and their investment strategy has remained unchanged since 2001.  The Committed Capital Growth EIS Fund is an evergreen fund offering investors the opportunity to invest into a portfolio of actively managed, growth stage, post-revenue (over £1m annualised) technology companies, whilst also benefitting from the availability of the generous tax reliefs afforded by EIS.

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.     ***Limited Capacity Available - Closing 30th June 2022***

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.

Foresight Enterprise VCT plc is a generalist Venture Capital Trust aiming to provide investors with attractive returns from a portfolio of investments in fast growing, unquoted UK companies. The Foresight Enterprise VCT Share Offer will give new and existing shareholders access to a diversified portfolio of over 35 innovative and fast-growing businesses with enterprise values typically between £5 million and £25 million. The Company changed its name from Foresight 4 VCT plc to Foresight Enterprise VCT plc with effect from 8 July 2021.  Foresight Enterprise VCT is looking to rise £20m with over allotment for a further £10m.  Existing investors in FOresight VCTs will receive a loyalty discount of 0.5%. First allotment due on or around 28th February.

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 £1m and £3m into companies with early commercial traction. The Fuel Ventures Scale Up EIS Fund invests in a portfolio of 15-20 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    

Great Point Estate Planning Service (GPEP) provides investors with access to BR qualifying businesses which facilitate asset backed loans to media and entertainment companies, fully secured against government backed production incentives and pre-sale contracts from blue chip media broadcasters, such as Amazon, Netflix, BBC and ITV.  The Service has a 5 year track record with zero defaults across the entire loan book to date, and has consistently delivered a 3% return for investors.

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 Ventures enable investors to benefit from their knowledge & experience of investing in disruptive UK technology whilst taking advantage of significant tax reliefs under the SEIS & EIS scheme.   *** Next soft close on 15th July 2022 for targeted full deployment in the 22/23 tax year***

The Haatch Follow On Enterprise Investment Fund will invest in established companies mainly within the Haatch portfolio that have the ability to transform markets through digital innovation. Each investor will get a portfolio of 4-6 companies and the intention is that capital will be deployed within 12 months from the tranche close.   ***Next soft close 30th September 2022 for targeted deployment in the 22/23 tax year ***  

The Hambro Perks Growth EIS Fund creates diversified portfolios of fast-growth, early-stage, technology-enabled businesses that have the potential to reshape existing industries and create new markets. There are four verticals - Fintech (including Insurtech), Digital Healthcare, Enterprise Software (SaaS), and Consumer Technologies. The objective is to invest for significant capital gains in a selection of highly filtered, diligently assessed, disruptive companies, in carefully constructed portfolios blending sectors and stages. Hambro Perks believes that the best strategy in venture to produce excellent returns is to invest early and keep backing the winners. Each portfolio will contain new companies and follow-on investments in the emerging winners previously supported.  The fund aims to invest subscriptions into 10-15 companies within a timeframe of 12-18 months. Targeting a return of 2-3x initial capital subscribed with the majority of returns in years 4-7 after investment. There is clear alignment of interest, as Hambro Perks Limited, in which all staff have a stake, is invested in the Fund, and will participate in all investments alongside investors. There is no initial charge for advised applications, and no fees are charged to the underlying companies. This, along with many other factors such as Hambro Perks’ extensive experience, network and the support to portfolio companies, enables them to win the best deals. 10% of the subscription is held back to pay for management fees, meaning tax relief is available on 90%.   

***COMING SOON - September Launch****   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.  

The Fund has a mandate to focus on long-term capital growth and enables private investors to invest in a range of committed and ambitious entrepreneurs and their early stage growing companies.  By investing in a diverse portfolio of investee companies with a focus on a wide range of sectors and geographical locations, the Fund will reduce its exposure to any particular sector or investee company with no more than 25% of any Investor’s Contribution being invested into a single investee company (unless otherwise agreed with the investor). Target Portfolio size will be 5 - 10 companies **Next Close towards the end of June 2022 with immediate deployment into 6 companies** 

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.   **Next soft close date 30th June 2022 - limited availability  

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, September and December each year, and the target portfolio size is 12 companies.  Investments are made into sectors which have modest capital requirements but high growth potential.

The Mercia Knowledge Intensive Impact Fund allows private investors the chance to invest in a diverse portfolio of impactful , high growth business across multiple sectors.  Each portfolio will contain 8-12 companies, and whilst deployment will be over 12 months from the close date of the fund, investors will recieve one EIS5 tax certificate and will be able to claim tax relief from the fund closing date. An anticipated 3x return is exciting for an investor, but this Fund does more than benefit investors financially as you’ll be part of the solution to societal and environmental challenges. Impact investing with Mercia involves contributing your resources to solutions that will not only benefit the regions, but also the planet.

The Fund in an opportunity for private investors to invest alongside Nova in their Cofoundery portfolio of early-stage companies. 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. Each investor’s investment is spread across a cohort of at least 10 different companies, and the fund can make deployments monthly.   ***Next soft close 30th June 2022 for deployment in July 2022***

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.  

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 tranche close 1st October 2022 with deployment into 4 high growth 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.     

The focus of the Fund is to identify innovative, high growth technology businesses for capital growth from across the UK with a focus on Oxford and the Oxford Innovation network, and to combine this with support from business coaches and angel investors. The Fund aims to reduce firm specific risk by investing in a diversified portfolio across technology sectors.

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.

PB Wine Cellars is an opportunity to make an EIS investment into a company which will buy and sell fine wines which have been produced with a certain standard of ESG criteria, to produce medium to long-term sustainable growth in value.  PB Wine Cellars is going to concentrate on wholesaling and managing holdings of wines from producers that demonstrate a strong commitment to being environmentally friendly, who operate sustainably and display a high level of social responsibility.  It is believed that such wines are becoming increasingly more attractive to a market that is ever more concious of, and places more value on, ESG factors.  The company is looking to raise £12m over 3 years, the first year's tranche will be £5m and individual investors will be invited to subscribe for ordinary shares of £1 each, with a minimum investment of £10k. Charges are as follows: 5.0%     Introducer fee 1.5%     Annual Management fee 0.5%     Ongoing fee to promoters  Success/Performance Fee 20% on any uplift from exits once the investor has received back their initial gross investment

  The PK Wealth IHT Portfolio Service is an innovative, active discretionary portfolio management service providing diversified, risk-rated exposure to AIM and Asset-Backed Investments.  There are 5 portfolio options, each having different allocations to AIM and Asset Backed investments.    ***Please express interest and indicative investment amount by requesting an application form via the Invest Now button***  

The Praetura EIS Growth Fund seeks to provide investors with capital growth from exciting early-stage businesses in the North of England and beyond. The business was founded to take advantage of the North’s shortfall in venture capital, helping to address the need for funding from the region’s young companies. Praetura only invests in businesses where there is the opportunity to add significant value on a strategic level, and credit this approach as the reason for success in their previous investments.    There will be two soft closes a year and Praetura expect to fully deploy capital within 6 months of each relevant close date into 8-10 promising young businesses.  

The ProVen Estate Planning Service is a flexible, discretionary portfolio service.  It seeks to provide investors with a consistent level of return by investing in private trading companies that are expected to qualify for Business Relief. The Service has been designed to provide UK investors with a managed portfolio of Business Relief qualifying investments which seek to provide attractive rates of growth of 4-5% per annum while offering a degree of capital preservation. The Trading Companies available within the Service will be in either the UK lending and/or UK solar sectors and will each have their own business plans and objectives within these sectors.  

ProVen VCT plc (PVN VCT) and ProVen Growth and Income VCT (PGI VCT and together, the ProVen VCTs) are seeking to raise up to £20 million each, with an over-allotment facility of up to £20 million each, through the issue of new ordinary shares (the Offer). The Offer gives an opportunity to investors to invest in two established VCTs, each with existing portfolios of over 50 small and medium-sized private companies, all carefully selected as having the potential for rapid growth.    **First allotment date for the 2021/22 Tax Year is Thursday 31st March 2022**   **First allotment date for the 2022/23 Tax Year is Wednesday 6th April 2022**  

The Regenerate Ventures EIS Fund is an investment fund focussing on supporting the transition to a climate positive agricultural sector.  Regenerate Ventures Limited (“Regenerate Ventures”) embraces the opportunity to work with the whole sector from scientists, agribusinesses, farmers, politicians, Investors and entrepreneurs to change the way we fundamentally produce, distribute and consume food. The Funds aims to find, invest, support, and scale the best innovations in climate-positive agricultural innovation. In short, the Fund will invest in the technology that is feeding the world sustainably.

Seneca Growth Capital VCT Plc is a generalist VCT aiming to generate returns from a diverse portfolio of both private and AIM quoted growth capital investments. These investment returns are intended to provide Investors with an attractive income stream and also capital growth over the longer term. The VCT is managed by Seneca Partners Limited. The Company has now raised more than £13.5m since launching the B Share class in 2018, paid 7.5p per B Share in dividends since inception and has seen a 34.3% increase in the NAV (inclusive of dividends paid) as at 15 October 2021. The B Share Pool has made a total of sixteen investments since launch and achieved five full and partial exits.  Seneca have developed a spread of B share portfolio investee companies, 60% of which by value are AIM quoted as at 15 October 2021, thereby reducing concentration risk for the Company’s B Shareholders in relation to any one single investment.

SFC Capital Partners are award-winning early-stage investors focused on disruptive businesses in the UK.  The SFC EIS Fund will provide growth capital to companies with a proven business model.  These companies will come from their pool of 250+ existing investments, providing SFC with a unique deal flow of growth companies.  The SFC EIS Fund will invest in the best performers from SFC’s existing portfolio looking for ‘follow-on’ capital.  Investors’ monies will be invested in a portfolio of between 10 - 15 companies.  Diversification is a proven strategy to deliver returns at a pre-seed and seed stage. The SFC Angel Fund investments will be matched by British Business Investments (subject to capacity).

SFC Capital Partners are award-winning early-stage investors focused on disruptive businesses in the UK. The SFC Angel SEIS fund allows investors to build a diversified portfolio of investments across various sectors, including those traditionally overlooked by SEIS/EIS Funds.  Investors’ monies will be invested in a portfolio of at least 10 - 15 and up to 40 companies.  Diversification is a proven strategy to deliver returns at a pre-seed and seed stage. The SFC Angel Fund investments will be matched by British Business Investments (subject to capacity).

The Stellar Growth Inheritance Tax Service is a discretionary managed service which is designed for investors who wish to leave a growing legacy, free from inheritance tax. It provides access to a range of qualifying business activities that offer security and diversification whilst seeking capital growth, in addition to qualifying for Business Relief. This service is unique within the Stellar portfolio, because it involves creating one solely owned Personal Trading Company which invests in Businesses operating across a range of different investment sectors including Commercial Forestry, Hotels, Bridging Finance, and Residential and Commercial Property Development.  *** 0% Initial Fee Offer until 31st December 2021***

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.   

Better 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 Better 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 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 fund manager reserves 2 years of AMC (+VAT) upfront so 96.4% of investment is deployed into the investee companies.   ***Current Offers*** Up to 31st July 2022 - completed applications and cleared funds will receive 50% discount on the first 2 years AMC meaning more funds deployed into the fund. Existing investors can benefit from a 50% discount on the first two years AMC (and this offer can be used in conjunction with the above taking the up front cost to zero)  

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. It is a time of opportunity and the Velocity Technology EIS Fund supports these innovative companies who have the products and ideas to challenge the way a traditional business operates.   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.     ***Next tranche close scheduled for 29th July 2022 with a pipeline of 7 investee companies***  

VGC Partners Specialist EIS Fund I will invest in technology-enabled companies at series A that are addressing corporate innovation challenges and have a proven product, proven market fit and the potential for rapid user or customer adoption and scalability. The Fund will seek proprietary, off-market opportunities with a target portfolio size of 3-7 investments Sector Focus: Consumer, Technology, Digital Media, Marketplaces