The Home of Tax Efficient Investment

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. *** As of 22nd Feb Baronsmead Venture Trust is fully subscribed and is now closed.  Baronsmead Second Venture trust remains open***

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 objective of both British Smaller Companies VCTs is to maximise Total Return and provide investors with an attractive long-term tax-free dividend yield while maintaining the Company’s status as a venture capital trust. The investment strategy of the two Companies is to invest in UK businesses across a broad range of sectors to create a portfolio 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 aim is to produce strong financial returns for investors and have a positive impact on society and the environment.   Please note the offers are only available to existing shareholders until 2nd March and then, if not fully subcribed, will be open to new investors before closing at 11am 1st April.   *Update (22nd Feb): British Smaller Companies VCT is now fully subscribed and is closed to further applications. British Smaller Companies VCT 2 is still available with £1.7m capacity remaining*

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 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.    

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.

Draper Esprit VCT plc is an established later stage Technology focused VCT managed by Draper Esprit Plc (following the acquisition of Elderstreet Investments Limited) . The target is that a majority of funds will be invested in later stage, growth investment rounds of £5-20m+ in companies with established revenues and strong growth momentum. Draper Esprit focuses on a scale of investment that is an order of magnitude larger than typical VCT funds, by co-investing alongside Draper Esprit Plc and other syndicate partners. The VCT targets a potential tax free dividend yield of 5% per annum  

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.

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 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 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.    *Update (15th Jan): The Board of the VCT has confirmed that the £40m overallotment facility will be available*

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 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.

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.

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.

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.