Investment selection

On this website you'll find a broad selection of offers for experienced investors, including VCTs, EIS and SEIS offers, Inheritance Tax portfolios and AIM ISAs

The ones we rate most highly are our ‘Featured Offers' – they’re marked with a small gold “W”. These are what we would choose if we were to pick just a handful of investments of that type today.

We do this to help you make your own considered investment decisions. It is not a personal recommendation to invest.

It is not possible to “buy” a place as a featured offer – we assess the investment on its merits alone.

When new offers become available, we re-evaluate – so as to have the pick of the current crop at any one time.

If an investment stops being a featured offer, this won’t (in most cases) be because we no longer believe it is a good investment, it will just mean that if we had to pick a handful of options, this wouldn’t be one of them. 

How do we arrive at our shortlist?

For funds, we always start from the manager or management team. We regularly meet or speak with them. We look at their experience and background. We check how much of their own money they have invested, to see if their interests are aligned with those of investors. We also look at the fund portfolio, past successes and failures. 

For single companies, we usually dig deeper. We try to assess if the team has in our view the potential to deliver and make the investment a success. We also review the company’s financials and the market in which it operates, to see if its targets seem achievable and the valuation fair. 

Remember, all of these offers are considered high risk and you should not invest money you cannot afford to lose: capital is at risk. Tax rules can change, and benefits depends on circumstances. We consider past performance when we review investments, but you should be aware it is not a guide to the future.

View VCT offers »
View EIS offers »
View SEIS offers »
View IHT Portfolio offers »
View AIM ISA offers »