Articles

VCTs: capacity update and deadlines

20 March 2018

2017/18 is poised to be an exceptional year for VCTs. So far, over £650 million has been raised, significantly higher than the total raised in the whole of the previous tax year. Several attractive offers are ...

How to make your ISA IHT free

16 March 2018

With ISAs, the tax sting is in the tail. They’re very tax efficient during your life, but on your death (or your spouse’s death if later) your fund could be subject to inheritance tax (IHT) at ...

Review: Octopus AIM Inheritance Tax Service

28 February 2018

The longstanding Octopus AIM Inheritance Tax Service is available in or outside an ISA. It seeks to take advantage of Business Property Relief (BPR) whereby shares in certain AIM companies should be exempt from IHT after ...

Royal Assent: how it could affect your investments

22 February 2018

In his November Budget, the Chancellor announced a new measure that affects what investments can qualify for EIS and SEIS tax relief. It will become effective once the Finance Bill receives Royal Assent. It was widely ...

Review: Corn Rising Ltd Shipping EIS

8 February 2018

HighlightsCo-invest alongside highly experienced shipping professionalsShipping cycle at inflection point according to expertsSecond-hand asset prices close to a 10-year low Access to shipping market usually restricted to ultra high net worth or large corporates£5 million from ...

Review: The British Robotics Seed Fund 2

8 February 2018

You’ve probably had dealings with a robot recently. Whether it’s contacting your mobile phone provider, having an online order picked for you, or even getting a prescription dispensed from a pharmacy, chances are that a robot ...

VCT investment up 2.3x compared to last year

7 February 2018

The demand for Venture Capital Trusts (VCTs) has rocketed this tax year (2017/18) and £474 million has already been invested. This is more than 2.3 times the amount at the same point last year, when less ...

Review: The Ralph Veterinary Referral Centre EIS

24 January 2018

Highlights£3 million target EIS raise to open new top-tier specialist veterinary referral centreGrowing referral market as veterinary care becomes more specialistVery profitable industry – strong gross and EBITDA margins forecast (not guaranteed)Active M&A in the sector ...

Wealth Club announces the acquisition of Clubfinance

9 January 2018

Wealth Club announced today its acquisition of Clubfinance, the execution-only discount broker. The acquisition will form what we believe to be the UK’s largest investment platform for high net worth and experienced investors. Clubfinance has an ...

Mobeus VCT exit: Baby Gro-Bag maker sold for £22 million

5 January 2018

Mobeus VCT portfolio company Gro-Group Holdings Ltd, the business behind the popular Gro Bag brand of baby sleeping bags, has been sold to Mayborn Group, the owner of the Tommee Tippee brand, for £22 million. The ...