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  • VCT

    Venture Capital Trusts

    VCT in a nutshell

    Invest in VCTs and help small, fledgling companies grow. Receive enticing tax breaks: up to 30% tax relief against your income tax bill, tax-free dividends and tax-free growth.

    Current Offers

    • Our choice Octopus Apollo VCT
    • Our choice ProVen VCTs
    • Blackfinch Spring VCT
    • Calculus VCT
    • Downing FOUR VCT – AIM Shares
    View all VCT offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    VCT information

    • VCTs Explained
    • VCT Tax Relief
    • How to claim VCT tax relief
    • Watch video interviews with VCT managers
    • Video explainer: What are VCTs?
    VCT factsheet

    Free factsheet: VCTs at a glance

    This simple factsheet gives a quick overview of VCTs, how they work, the risks and benefits.

    Get the factsheet
  • EIS

    EIS Investments

    EIS in a nutshell

    Invest in small companies and receive an income tax rebate of up to 30%. You can also defer capital gains from elsewhere and qualify for IHT relief.

    Current Offers

    • Our choice Anaphite EIS
    • Our choice Fuel Ventures Scale-up EIS Fund
    • Our choice Guinness EIS
    • Our choice Intelligent Lilli EIS
    • Our choice Octopus Ventures EIS Service
    View all EIS offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    EIS information

    • EIS Explained
    • EIS Tax Relief
    • How to claim EIS tax relief
    • Single company EIS
    • Expert roundtable: Investing in university spinouts
    • Watch video interviews with EIS managers
    • Video explainer: What are EIS investments?
    EIS Factsheet

    Free factsheet: EIS at a glance

    This simple factsheet gives a quick overview of EIS, how it works, the risks and benefits.

    Get the factsheet
  • SEIS

    SEIS Investments

    SEIS in a nutshell

    Help startup companies get off the ground and for every £1 you invest, save up to 64p in income and capital gains tax. You also qualify for IHT exemption, potentially saving up to another 40p per £1 you invest.

    Current Offers

    • Our choice Startup Funding Club SEIS Fund
    • British Design Fund 4 SEIS/EIS
    • British Robotics Sidecar Fund
    • Jenson SEIS Fund
    • QUBIS Innovation Fund (SEIS)
    View all SEIS offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    SEIS information

    • SEIS Explained
    • SEIS Tax Relief
    • How to claim SEIS tax relief
    • Watch video interviews with SEIS managers
    • Video explainer: What are SEIS investments?
    SEIS factsheet

    Free factsheet: SEIS at a glance

    This simple factsheet gives a quick overview of the SEIS, how it works, the risks and benefits.

    Get the factsheet
  • AIM IHT ISAs

    AIM ISA IHT Portfolios

    AIM ISA in a nutshell

    If you’re happy to take significant investment risk, you could pass your ISA on to your loved ones without the taxman taking 40% in Inheritance Tax. Keep control of your portfolio and make tax-free withdrawals if you need.

    Current Offers

    • Our choice Octopus AIM IHT ISA
    • Our choice RC Brown AIM IHT ISA
    • Our choice Stellar AIM IHT ISA
    • Downing AIM Estate Planning Service ISA
    • Fundamental AIM IHT ISA
    View all AIM ISA offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    AIM ISA information

    • Inheritance tax and ISAs
    • AIM ISAs Explained
    • Expert roundtable: Investing in AIM for Inheritance Tax relief
    • Watch video interviews with AIM ISA managers
    • Video explainer: AIM ISAs
    How to make ISA IHT free Aug 2019

    Free report: How to make your ISA IHT free

    Did you know that when you die the taxman could take 40% of your ISA in Inheritance Tax? How could you avoid that? Download our free report.

    Get the free report
  • IHT

    Inheritance Tax Portfolios

    IHT in a nutshell

    If you’re willing to take investment risk, pass on more of your wealth to your loved ones tax free. Retain control of your wealth in your lifetime. Save up to 40% Inheritance Tax

    Current Offers

    • Our choice Octopus Inheritance Tax Service
    • Downing Estate Planning Service
    • Puma Heritage Estate Planning Service
    • Seneca Inheritance Tax Service
    View all IHT offers

    Our featured offers. The current offers with the most investment merit, in our view. Find out more about how we choose.

    IHT information

    • IHT Rules
    • IHT Portfolios Explained
    • Watch video interviews with IHT portfolio managers
    • Video explainer: What are IHT portfolios?
    How to beat the inheritance tax trap guide

    Free guide: How to beat the inheritance tax trap

    How can you beat Inheritance Tax? How can you pass on more to your loved ones? Download your free guide to find out.

    Get the guide
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What are Venture Capital Trusts?

What is the Enterprise Investment Scheme?

What are Inheritance Tax Portfolios?

What is the Seed Enterprise Investment Scheme?

Investing in private companies

What is an AIM Inheritance Tax ISA?

Karen McCormick, ProVen VCTs

Richard Power, Octopus AIM Inheritance Tax Service

Rupert West, Puma VCTs

Will Fraser-Allen, Albion VCTs

Dr Will Brooks, Downing Healthcare

Mark Chadwick, Dowgate Wealth

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This website is directed exclusively at, and intended to be used only by, persons in the UK who will be required to self-certify as Sophisticated Investors or High Net Worth Individuals before applying to invest in any of the products featured. It is not directed at any person where (by reason of nationality, residence, domicile or otherwise) the usage of the website is prohibited.

The investment products on this website are not for everyone. They are generally higher risk and require a longer investment term. You may get back less than you invest. It is therefore important that you understand the Risks and Commitments of these products.

We’ve made every effort to ensure the accuracy of the material on this website, but cannot guarantee its accuracy or currency. It reflects our understanding of current product and tax rules, which may change in future. It is for general information only and should not be regarded as constituting an offer or a solicitation to buy or sell any securities, or as investment or tax advice. If you are in any doubt as to the suitability of the products for your circumstances, please seek specialist financial or tax advice.

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