Featured offers

We look at what is available currently in VCTs, EIS and SEIS investments, IHT portfolios and AIM ISAs – and then we narrow it down. If we were to pick just a handful of investments of that type today, which would they be? These are the offers you will see below. We do this to help experienced investors make their own considered investment decisions. It is not a personal recommendation to invest. Please remember all the investments on our website are high risk and illiquid: you could lose all the money you invest. Find out more about how we choose and see more on the risks. Featured offers are selected purely based on their investment merit. 

VCT

  • Pembroke VCT

    Pembroke's manager, formerly Oakley Capital, is a long-established name in venture capital investing, with £4 billion under management. Pembroke VCT is focused on growth investing, typically backing consumer brands with premium pricing potential.

    Read more about Pembroke VCT
    Type
    Generalist
    Target dividend
    3p per share
    Initial charge
    5.5%
    Initial saving via Wealth Club
    2.5%
    Net initial charge
    3.0%
    Annual rebate
    0.15%
    Funds raised / sought
    £20.6 million / £40.0 million
    Deadline
    5 Apr 2022 (noon)
  • Baronsmead VCTs

    The Baronsmead VCTs are amongst the longest-standing and most diverse of all VCTs. Find out more: read full review, download documents and apply online.

    Read more about Baronsmead VCTs
    Type
    Generalist
    Target dividend
    7%
    Initial charge
    4.50%
    Initial saving via Wealth Club
    1.5%
    Net initial charge
    3.0%
    Annual rebate
    0.10%
    Funds raised / sought
    £35.0 million / £50.0 million
    Deadline
    17 Dec 2021 (noon) for next allotment
  • Draper Esprit VCT

    The former Elderstreet VCT invests in early-stage digital technology businesses, often alongside FTSE 250 listed Molten Ventures plc (previously Draper Esprit plc), one of the most active venture capital firms in Europe. It has a reputation for backing some of Europe’s most innovative growth companies. Read our full review, download documents and apply online.

    Read more about Draper Esprit VCT
    Type
    Generalist
    Target dividend
    5% of NAV
    Initial charge
    5.5%
    Initial saving via Wealth Club
    2.75%
    Net initial charge
    2.75%
    Annual rebate
    -
    Funds raised / sought
    £9.1 million / £20.0 million
    Deadline
    Limited early bird capacity

EIS

  • Parkwalk Opportunities EIS Fund

    Parkwalk specialises in investing in knowledge-intensive companies, mainly university spinouts. This EIS fund looks to back patented technology with commercial potential. The fee structure incentivises management to seek exits. Read our review, watch an exclusive video interview, download offer documents and apply online.

    Read more about Parkwalk Opportunities EIS Fund
    Type
    Fund
    Sector
    University spinouts
    Target return
    Not specified
    Funds raised / sought
    -
    Minimum investment
    £25,000
    Deadline
    Discretionary
  • MMC Ventures EIS Fund

    MMC Ventures is a well-established investment manager. The EIS Fund focuses on technology-enabled sectors such as digital media, ecommerce, fintech and software. Read our review, download documents & apply online…

    Read more about MMC Ventures EIS Fund
    Type
    Fund
    Sector
    Technology
    Target return
    2–3x
    Funds raised / sought
    -
    Minimum investment
    £25,000
    Deadline
    Discretionary
  • Par EIS Fund

    The Par EIS Fund is a technology growth fund, managed by Par Equity in Edinburgh, which co-invests with business angels and focuses on the "equity gap" outside London. Read our review, download documents & apply online…

    Read more about Par EIS Fund
    Type
    Fund
    Sector
    Various
    Target return
    Not specified
    Funds raised / sought
    -
    Minimum investment
    £20,000
    Deadline
    Discretionary
  • Guinness EIS

    The Guinness EIS seeks to invest in a diverse portfolio of non-correlated businesses. Read our review of the manager, strategy & track record, and watch a video interview with manager Shane Gallwey.

    Read more about Guinness EIS
    Type
    Fund
    Sector
    Various
    Target return
    2x
    Funds raised / sought
    -
    Minimum investment
    £20,000
    Deadline
    17 Dec 2021 for deployment this tax year
  • Dimensions Care EIS

    Dimensions Care Limited (“Dimensions” or the “Company”) is an innovative Midlands-based provider of care offering high-quality care, extensive support, accommodation, and interventions tailored to meet the needs of children and young people with complex emotional and behavioural needs.

    Read more about Dimensions Care EIS
    Type
    Single company
    Sector
    Support Services
    Target return
    4.5x (45% IRR)
    Funds raised / sought
    £1.0 million sought
    Minimum investment
    £20,000
    Deadline
  • Bond Digital Health EIS

    Bond Digital Health is a market-leading SaaS medtech company that has developed medical-grade technology to capture and analyse data from diagnostic ‘stick tests’ used for diseases ranging from Covid-19 to cystic fibrosis to bovine TB.

    Read more about Bond Digital Health EIS
    Type
    Single company
    Sector
    Healthcare & Technology
    Target return
    7.9x (51% IRR)
    Funds raised / sought
    £1.3 million / £1.5 million
    Minimum investment
    £20,160
    Deadline
    Limited capacity
  • Octopus Ventures EIS Service

    New EIS service from the manager of Octopus Titan VCT, seeking fast-growing private technology companies. Read our review, download documents & apply online…

    Read more about Octopus Ventures EIS Service
    Type
    Fund
    Sector
    Technology
    Target return
    -
    Funds raised / sought
    -
    Minimum investment
    £25,000
    Deadline
    Discretionary
  • Fuel Ventures Scale-up EIS Fund

    The Scale-up EIS fund is one of two EIS funds from Fuel Ventures. It seeks to make investments into early-stage digital businesses operating in three key areas: marketplaces, platforms, software as a service. The fund is managed by successful entrepreneur-turned-investor Mark Pearson.Read our review and apply online.

    Read more about Fuel Ventures Scale-up EIS Fund
    Type
    Fund
    Sector
    Technology
    Target return
    10x
    Funds raised / sought
    -
    Minimum investment
    £20,000
    Deadline
    17 December for next close
  • SolasCure EIS

    Co-invest alongside Abcam’s Jonathan Milner, VCs and global biopharmaceuticals in biotech company developing patented chronic wound treatment. SolasCare is developing a topical hydrogel – Aurase® – which should lead to faster wound cleaning, better patient outcomes and reduced healthcare costs.

    Read more about SolasCure EIS
    Type
    Single company
    Sector
    Healthcare
    Target return
    13.6x (IRR 45%)
    Funds raised / sought
    £5.0 million sought
    Minimum investment
    £20,000
    Deadline
    28 Jan 2022

SEIS

  • Startup Funding Club SEIS Fund

    The Startup Funding Club SEIS fund does what the name suggests. Read our review, download offer documents, watch “Meet the manager” and apply online…

    Read more about Startup Funding Club SEIS Fund
    Type
    Fund
    Sector
    Technology
    Target return
    3x
    Funds raised / sought
    -
    Minimum investment
    £10,000
    Deadline
    8 Dec for allotment in 2021/22

IHT

  • Octopus Inheritance Tax Service

    The Octopus Inheritance Tax Service allows experienced investors to protect their assets from inheritance tax. It is the largest service of its kind, having attracted more than 12,000 investors and more than £2 billion in assets to date. Investors in the service will gain exposure to Fern Trading Limited, a large unquoted company with interests spread across more than 270 subsidiary businesses operating in a number of sectors which are important to the future of the UK economy, including healthcare, renewable energy, and fibre broadband. Read more, including portfolio examples, performance and risks – and apply online.

    Read more about Octopus Inheritance Tax Service
    Sector
    Property & renewables
    Portfolio size
    £2.6 billion
    Initial charge
    3.5%
    Saving via Wealth Club
    -
    Net initial charge
    3.5%
    AMC
    1.5%

AIM ISA

  • Octopus AIM IHT ISA

    Find out about Octopus's AIM Inheritance Tax portfolio: the largest service of its kind (it manages £2 billion, June 2021). The highly experienced management team – which includes professionals who have been investing in AIM since the market was created in 1995 – focuses on large and established companies, often much larger than one might expect when considering an AIM investment. Read full review and apply online...

    Read more about Octopus AIM IHT ISA
    Portfolio size
    £2.2 billion
    Average market cap
    £967 million
    Initial charge
    1.0%
    Saving via Wealth Club
    0.25%
    Net initial charge
    0.75%
    AMC
    2.0%
  • RC Brown AIM IHT ISA

    This is a relatively new and small portfolio (£31 million, June 2021) managed by RC Brown, an established investment management boutique with a close-knit investment team. The business has been investing in the AIM market for more than 20 years and in 2018 launched its AIM IHT investment service. The investment strategy is different to other AIM IHT offers due to its focus on primary market opportunities (i.e. new share issues), an approach RC Brown has followed for 30 years. Read full review, download documents and apply online.

    Read more about RC Brown AIM IHT ISA
    Portfolio size
    £33.7 million
    Average market cap
    £583 million
    Initial charge
    500.0%
    Saving via Wealth Club
    -
    Net initial charge
    500.0%
    AMC
    1.25%