Investment Week tax-efficiency 2017 | Incisive Media | 22 September 2017 | London, UK, 31 Great Cumberland Place Marylebone, London W1H 7TA

Venue
London, UK
London, UK, 31 Great Cumberland Place Marylebone, London W1H 7TA

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Organizer Incisive Media
Submission deadline 22 Sep 2017 5:00am BST (about 7 years ago)
In your time zone: Sep 22 12am EDT
Date Awarded 1 Dec 2017 5:00am GMT (about 7 years ago)
In your time zone: Dec 1 12am EST
Region EMEA
Details

Awards come at a crucial period for the sector. Changes in the pensions regime in the UK allied to a widespread desire for better yields and a widespread interest in earlier-stage investment opportunities have turned the attentions of the wider investment community towards investments which offer tax efficiency alongside their inherent investment characteristics.

Past winners

VCTs

• Best Generalist
Beringea (ProVen VCT and ProVen Growth & Income VCT)
Calculus VCT
Octopus Titan VCT - highly commended
YFM Equity Partners - British Smaller Companies VCT plc - WINNER
Best Aim-Based
Amati VCT
Amati VCT2 - highly commended
Unicorn AIM VCT - WINNER
Best Limited Life/Planned Exit
Downing Two Planned Exit VCT - WINNER
Puma VCTs
EIS

• Best Generalist
Calculus EIS Fund
Par Equity LLP
Parkwalk Advisors Opportunities Fund - WINNER
Sapphire Capital Partners LLP - SEIS and EIS Advance Assurance Advisory & Corporate Finance - highly commended
Seneca EIS Portfolio Service
Best Single Sector
Deepbridge Life Sciences SEIS
Deepbridge Technology Growth EIS
Mercia Growth Fund - WINNER
Motion Picture Capital Production Fund
TIME:EIS

• Best Capital Preservation Strategy
Guinness EIS - WINNER
Puma EIS
TIME:EIS
BPR/IHT Services

• Best IHT Portfolio Service
Close Inheritance Tax Service
Downing Estate Planning Service - highly commended
Foresight Accelerated Inheritance Tax Solution - WINNER
Octopus Inheritance Tax Service
Oxford Capital Estate Planning Service
Puma Heritage
Stellar Succession
TIME:Advance

• Best AIM IHT Portfolio Service
Adam Investment Management Ltd - AIM Listed Portfolio Service (ALPS)
Amati AIM IHT Portfolio Service - WINNER
Downing AIM Estate Planning Service
Puma AIM Inheritance Tax Service - highly commended
Stellar AIM IHT ISA
Further Categories

• Exit of the Year
Beringea (ProVen VCT & ProVen Growth & Income VCT) - WINNER
Oxford Capital Growth EIS - Exit of Oxitec Limited
WHIreland - EIS Portfolio 2012
YFM Equity Partners - VCT Exit - President Engineering Group - highly commended

• Best New Entrant
GrowthInvest
Kuber Ventures - highly commended
PlayFund - WINNER
Worth Capital