EIS Showcase: Interview with Louise Farley from Deepbridge Capital

Tax Efficient EIS Showcase: Interview with Louise Farley from Deepbridge Capital

18 Dec 2018

  • Louise Farley explains that the Patient Capital Review didn’t change much for Deepbridge as the company had previously had a knowledge-intensive focus. She covers the underlying investments in Deepbridge’s portfolio, deal flow and expansion into new specialist sub-sectors of tech and life science. Farley also explains the company’s support philosophy for investee companies.

EIS Showcase: Interview with Steve Harris from Committed Capital

Tax Efficient EIS Showcase: Interview with Steve Harris from Committed Capital

18 Dec 2018

  • Steve Harris talks about Committed Capital’s pedigree in technology investments. He discusses the company’s selection regime. He also stresses the importance of investing more in research and development as “R&D is a linchpin to serve the UK technology sector.” Speaking about Committed Capital’s USP, he believes that discipline and systematicity are two factors that set it apart from the competition.

EIS Showcase: Interview with David Craven from Blackfinch Ventures

Tax Efficient EIS Showcase: Interview with David Craven from Blackfinch Ventures

18 Dec 2018

  • David Craven talks about Blackfinch’s shift towards technology, innovation and growth in the EIS space after the Patient Capital Review. He discusses the company’s “aggressive” screening process and the underlying investments in the portfolio. Craven stresses Blackfinch’s commitment to support and mentor investee companies on a more personal level. Looking into the future, he would like to see more cooperation in the EIS world to attract more capital and elevate the UK’s position in the tech space.

EIS Showcase: Interview with James Faulkner from Vala Capital

Tax Efficient EIS Showcase: Interview with James Faulkner from Vala Capital

18 Dec 2018

  • James Faulkner comments on the market implications of the Patient Capital Review. He then discusses knowledge-intensive companies in Vala’s portfolio and its selection process. Faulkner stresses Vala’s commitment to mentoring and helping investee companies through to exit. He also signals the need for greater digitisation of the administrative process of EIS investing.

AIM Showcase 2018: Henny Dovland from TIME

Tax Efficient AIM Showcase 2018: Henny Dovland from TIME

25 Oct 2018

  • Henny Dovland discusses TIME: AIM service and the company’s “smart passive” approach, as well as TIME’s defensive strategy. She explains what the approach means for TIME’s selection criteria and how the passive element allows advisers to put a cost-effective proposition. Dovland also talks about the size and performance of the portfolio and TIME’s re-balancing regime.

AIM Showcase 2018: Shane Gallwey from Guinness

Tax Efficient AIM Showcase 2018: Shane Gallwey from Guinness

25 Oct 2018

  • Shane Gallwey talks exhaustively about Guinness’ AIM EIS product, the only EIS fund directly investing on AIM. He explains how the loss relief works in the AIM EIS and lists characteristics of EIS-eligible companies on AIM. Barton then discusses the increasing transparency and quality of AIM companies, despite the market shrinking.

AIM Showcase 2018: Justin Waine from Puma Investments

Tax Efficient AIM Showcase 2018: Justin Waine from Puma Investments

25 Oct 2018

  • Justin Waine discusses Puma’s AIM IHT Service and how the company’s model portfolio approach differs from others available on the market. He covers in-depth Puma’s three selection criteria: quality, growth and valuation. Waine also explains what it meant for the company to enter adviser platforms and talks about the company’s selling regime.

AIM Showcase 2018: Sam Barton from Close Brothers

Tax Efficient AIM Showcase 2018: Sam Barton from Close Brothers

25 Oct 2018

  • Sam Barton covers in-depth Close Brothers’ AIM IHT service and the active management approach. He discusses the challenges of selecting AIM companies and explains the rationale behind the company’s higher than average minimum investment. He also shares his perspective on key considerations FAs should take into account when entering the AIM market.

AIM Showcase 2018: Gordon Pugh from Blackfinch

Tax Efficient AIM Showcase 2018: Gordon Pugh from Blackfinch

25 Oct 2018

  • Gordon Pugh talks about Blackfinch’s AIM Adapt Portfolios. He explains the difference between the growth and income options, and their performance. He also discusses the company’s partnership with Chelverton AM and the ISA option of the portfolio. He then gives guidance on how to choose the best AIM portfolio service.

BR Showcase 2018 Highlights Video

Tax Efficient BR Showcase 2018 Highlights Video

22 Jun 2018

  • Highlights from our recent BR showcase event, held at the London Stock Exchange. An audience of over 80 financial advisers networked with and heard from eight leading fund managers. The showcase format allowed advisers to compare multiple BR investment solutions in the space of one morning, and gave managers the opportunity to pitch their investment strategies directly to IFAs.