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 three or four 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. Find out more about how we choose.

VCT

  • Pembroke VCT

    Pembroke VCT is managed by Oakley Investment Managers, part of Peter Dubens’ Oakley Capital group. It has invested in Five Guys, Chilango, Alexa Chung, Heist, Plenish, Popsa and Second Home among others. Read our review, watch a video interview, download documents and apply online.

    Read more about Pembroke VCT
    Type
    Generalist
    Target dividend
    3p per share
    Initial charge
    3.5%
    Initial saving via Wealth Club
    1%
    Net initial charge
    2.5%
    Annual rebate
    0.15%
    Funds raised / sought
    £19.3 million / £20.0 million
    Deadline
    Allotting in 2019/20
  • ProVen VCTs

    ProVen Growth & Income VCT open for investment. The ProVen VCTs, managed by Beringea, are longstanding generalist VCTs. Their previous investments include Watchfinder, Chargemaster and Monica Vinader. Read our review, watch an exclusive video interview with Karen McCormick of Beringea, download documents & apply online.

    Read more about ProVen VCTs
    Type
    Generalist
    Target dividend
    5% of NAV
    Initial charge
    5.5%
    Initial saving via Wealth Club
    3.0%
    Net initial charge
    2.5%
    Annual rebate
    0.10%
    Funds raised / sought
    £66.0 million / £80.0 million
    Deadline
    Allotting in 2019/20

EIS

  • Azoomee EIS

    Azoomee is a safe and secure entertainment subscription service for kids aged 5 to 10. With parent-approved instant messaging and no ads or hidden costs, Azoomee aims to prepare children for the digital world through hand-picked content (videos, games, etc.) which teaches them to be smart, safe and kind online.

    Read more about Azoomee EIS
    Type
    Single company
    Sector
    Education & Technology
    Target return
    6-9x
    Funds raised / sought
    £1.0 million / £2.0 million
    Minimum investment
    £20,125
    Deadline
    Closing 24 May 2019
  • Deepbridge Technology Growth EIS

    This EIS fund invests across various technology sectors including energy, medical and business enterprise software. It prefers businesses that own robust intellectual property or a patented product. Read our review, download the documents, watch a video interview and apply online.

    Read more about Deepbridge Technology Growth EIS
    Type
    Fund
    Sector
    Technology
    Target return
    1.6x
    Funds raised / sought
    £14.0 million raised
    Minimum investment
    £10,000
    Deadline
    Discretionary
  • Parkwalk Opportunities EIS

    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
    Type
    Fund
    Sector
    University spinouts
    Target return
    Unspecified
    Funds raised / sought
    £44.0 million / £60.0 million
    Minimum investment
    £25,000
    Deadline
    Discretionary
  • Unibio EIS

    Unibio has developed a patented process to convert natural gas into protein for the $500 billion animal feed market. The process is proven, the technology patented and the first commercial-scale plant has been built and is currently being commissioned. Wealth Club investors can co-invest in the latest funding round. There is already a pipeline of corporate and institutional investors and an IPO on AIM is planned, not guaranteed.

    Read more about Unibio EIS
    Type
    Single company
    Sector
    Technology
    Target return
    Funds raised / sought
    £6.1 million / £9.0 million
    Minimum investment
    £22,000
    Deadline
    Discretionary
  • West Berkshire Brewery EIS & loan notes

    Last chance to invest in an established award-winning brewery under EIS. West Berkshire Brewery is the latest project of David Bruce, co-founder of The City Pub Group. It is raising £3.5 million – a combination of EIS and unsecured convertible loan notes. Read more & download our research report…

    Read more about West Berkshire Brewery EIS & loan notes
    Type
    Single company EIS and loan note
    Sector
    Leisure
    Target return
    2x
    Funds raised / sought
    £1.8 million / £3.5 million
    Minimum investment
    £2,500
    Deadline
    31 May 2019
  • Acamar Films EIS

    Acamar Films Ltd is the independent production company behind Bing, the most successful programme in BBC CBeebies’ digital history. Acamar is now looking to raise £2.4 million under EIS. Download the free research report and find out more about the opportunity.

    Read more about Acamar Films EIS
    Type
    Single company
    Sector
    Media
    Target return
    3.2x
    Funds raised / sought
    £2.5 million sought
    Minimum investment
    £20,000
    Deadline
    7 Jun 2019 for first allotment

SEIS

  • Startup Funding Club SEIS Fund

    The Startup Funding Club SEIS fund does what the name suggests: it invests in UK startups, alongside its network of business angels. It has shown encouraging signs to date, although past performance is not a guide to the future. Read our review, download offer documents, and apply online…

    Read more about Startup Funding Club SEIS Fund
    Type
    Fund
    Sector
    Technology
    Target return
    3x
    Funds raised / sought
    £5.0 million sought
    Minimum investment
    £10,000
    Deadline
    31 Oct 2019

IHT

  • Downing Estate Planning Service

    Downing's focus on asset-backed businesses trading from freehold premises combined with energy infrastructure assets makes this an interesting choice for investors looking to mitigate Inheritance Tax. Read our review, watch an exclusive video interview with the manager, and download the application pack.

    Read more about Downing Estate Planning Service
    Sector
    Property & renewables
    Portfolio size
    £380.0 million
    Initial charge
    4.0%
    Saving via Wealth Club
    1.0%
    Net initial charge
    3.0%
    AMC
    0.5%

AIM ISA

  • Unicorn AIM IHT ISA

    The Unicorn IHT portfolio can be held in an ISA wrapper to make your ISA investments IHT-free. The minimum investment is £15,240 per person this tax year, £20,000 next tax year

    Read more about Unicorn AIM IHT ISA
    Portfolio size
    £21.0 million
    Average market cap
    £300.0 million
    Initial charge
    4.5%
    Saving via Wealth Club
    3.5%
    Net initial charge
    1.0%
    AMC
    2.0%
  • Blankstone Sington IHT AIM ISA

    Blankstone Sington’s IHT portfolio is unlike those offered by the larger AIM IHT providers. The objective is the same (to invest in BPR qualifying stocks), but Blankstone Sington looks at smaller-cap companies, with a greater emphasis on value investing. Read our review & apply online…

    Read more about Blankstone Sington IHT AIM ISA
    Portfolio size
    £24.0 million
    Average market cap
    £203.0 million
    Initial charge
    Nil
    Saving via Wealth Club
    -
    Net initial charge
    -
    AMC
    1.25%