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
    3% (3.5% for existing shareholders)
    Net initial charge
    2.5% (2% for existing shareholder)
    Annual rebate
    0.15%
    Funds raised / sought
    £3.0 million / £40.0 million
    Deadline
    15 Oct (3pm) for declared dividend
  • Hargreave Hale AIM VCT

    Hargreave Hale AIM VCT invests in both AIM and unquoted companies, differentiating it from other AIM VCTs. Read our review, download the documents and apply online.

    Read more about Hargreave Hale AIM VCT
    Type
    AIM
    Target dividend
    5% of NAV
    Initial charge
    3.5%
    Initial saving via Wealth Club
    2%
    Net initial charge
    1.5%
    Annual rebate
    0.10%
    Funds raised / sought
    £10.5 million / £20.0 million
    Deadline
    11 Oct 2021 for first allotment

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
    29 Oct 2021 for next tranche
  • 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
    30 Sep 2021
  • 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
    15 Oct 2021 for tranche close
  • 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
    30 Sep 2021
  • Glyconics EIS

    Co-invest alongside Deepbridge Capital and sector specialists in MedTech that could make early diabetes screening faster and more accurate – saving healthcare providers £millions. Glyconics has developed a patented point-of-care device that uses Infrared Spectroscopy (IRS) to detect diabetes highly accurately, more quickly than conventional methods (10 seconds versus potentially several weeks) and up to 90% more cheaply. Read more, download research report and apply online...

    Read more about Glyconics EIS
    Type
    Single company
    Sector
    Healthcare & Technology
    Target return
    11x
    Funds raised / sought
    £1.3 million / £1.5 million
    Minimum investment
    £20,130
    Deadline
    8 Oct 2021 for final close
  • Advanced Commerce EIS

    Co-invest with Haatch Ventures, backing founder of £80m Attraqt Group plc in new award-winning B2B SaaS platform helping e-commerce retailers convert browsers to buyers. Read more, download research report and apply online...

    Read more about Advanced Commerce EIS
    Type
    Single company
    Sector
    Technology
    Target return
    23x (IRR 87%)
    Funds raised / sought
    £850,000 / £1.5 million
    Minimum investment
    £20,800
    Deadline
    15 Oct 2021 for next allotment
  • Global Pricing Innovations EIS

    Opportunity to invest in a SaaS company previously backed by Guinness Asset Management. Global Pricing Innovatons has developed data analytics platforms to help blue-chip biopharmas make swifter commercial decisions. Co-invest alongside CEO’s £500k investment to help deliver current sales pipeline – not guaranteed. Read more, download research report and apply online...

    Read more about Global Pricing Innovations EIS
    Type
    Single company
    Sector
    Technology
    Target return
    19.8x (IRR 82%)
    Funds raised / sought
    £1.3 million / £2.0 million
    Minimum investment
    £20,049
    Deadline
    7 Oct 2021 for first allotment

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
    -
    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
    £2.4 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
    £2.0 billion
    Average market cap
    £913 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
    £31.0 million
    Average market cap
    £701 million
    Initial charge
    500.0%
    Saving via Wealth Club
    -
    Net initial charge
    500.0%
    AMC
    1.25%