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. 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

  • Amati AIM VCT

    The Amati AIM VCT invests predominantly in AIM stocks and offers a mixed portfolio of mature, revenue-generating companies as well as earlier-stage ones with a focus on the healthcare and technology sectors, both of which have fared comparatively well in the current pandemic crisis, although past performance is not a guide to the future. The current offer launched in October 2019 and initially closed in April 2020 after raising £25 million. However, due to the resilience of the portfolio and the VCT’s current deployment rate, the board has decided to use the VCT’s £20 million overallotment facility. Read more and apply online

    Read more about Amati AIM VCT
    Type
    AIM
    Target dividend
    5-6%
    Initial charge
    3%
    Initial saving via Wealth Club
    2%
    Net initial charge
    1%
    Annual rebate
    -
    Funds raised / sought
    £31.2 million / £45.0 million
    Deadline
    16 Oct 2020
  • Baronsmead VCTs

    £40m+ share offer. Baronsmead VCTs give investors access to a portfolio of over 150 companies. Read our review, download the prospectus and apply online.

    Read more about Baronsmead VCTs
    Type
    Generalist
    Target dividend
    7% of NAV
    Initial charge
    4.5%
    Initial saving via Wealth Club
    2% (2.25% for existing shareholders)
    Net initial charge
    2.5% (2.25% for existing shareholder)
    Annual rebate
    0.10%
    Funds raised / sought
    £40.0 million sought
    Deadline
    30 Oct 2020 for early bird saving

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
    30 Sept 2020 for 2020/21 deployment
  • Guinness EIS

    The Guinness EIS seeks to invest in a diverse portfolio of non-correlated businesses. Target returns are £1.25 per £1 invested. Read our review of the manager, strategy & track record, and watch a video interview with manager Shane Gallwey. Apply online – only at Wealth Club.

    Read more about Guinness EIS
    Type
    Fund
    Sector
    Various
    Target return
    1.25x
    Funds raised / sought
    -
    Minimum investment
    £20,000
    Deadline
    Discretionary

SEIS

  • Startup Funding Club SEIS Fund

    The Startup Funding Club SEIS fund does what the name suggests. Read our review, download offer documents, watch a video interview with Joseph Zipfel, 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
    Discretionary

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
    £2.0 billion
    Initial charge
    5.5%
    Saving via Wealth Club
    2.0%
    Net initial charge
    3.5%
    AMC
    1.0%

AIM ISA

  • Octopus AIM IHT ISA

    Find out about Octopus's AIM Inheritance Tax portfolio, available inside or outside an ISA. Read about its aims, risks, fees & performance and apply online. Invest through Wealth Club for less than going direct – find out more…

    Read more about Octopus AIM IHT ISA
    Portfolio size
    £1.7 billion
    Average market cap
    £722.0 million
    Initial charge
    1.0%
    Saving via Wealth Club
    0.25%
    Net initial charge
    0.75%
    AMC
    2.0%