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Organizer | Incisive Media |
Submission deadline |
6 Sep 2019 5:00pm BST
(over 5 years ago)
In your time zone: Sep 6 12pm EDT |
Date Awarded |
29 Nov 2019 5:00pm GMT
(about 5 years ago)
In your time zone: Nov 29 12pm EST |
Region | EMEA |
The tax-efficient sector continue to play an ever larger role within the wider investment world and this is reflected by the success of the Investment Week awards
The landscape of a changing pensions regime and continued restrictions in buy-to-let plus increasing interest early-stage investing - and the government's own interest in promoting so-called patient capital - mean that interest in the tax-efficient sector both at an industry and investor level has never been so high.
The sector has come through the recent spate of new rules and regulations and is now looking to a stable future and with more opportunities than ever to invest. The tax-efficient sector can play a vital role, filling in the early-stage investment gap while encouraging the entrepreneurial community to ever greater success and at an important time for the country.
These awards are designed to recognise the most successful and forward-thinking providers in the areas of VCTs, EIS and BPR/IHT. Alongside performance criteria, the awards will acknowledge the degree to which each provider helped promote a greater understanding of the sector and its benefits with investors and, crucially, advisers.
The awards will be judged by a respected panel of advisors and sector watchers.
Award Categories:
• VCTs - Best Generalist
• VCTs - Best Aim-Based
• EIS - Best Generalist
• EIS - Best Single Sector
• SEIS - Best Manager
• EIS - Best Investment Platform
• Best Angel Syndicate
• Best AIM IHT Portfolio Service - DFM provider
• Best AIM IHT Portfolio Service - Tax-efficient and Estate Planning Specialist
• Best IHT Portfolio Service
• Exit of the Year
• Social Impact of the Year
• Education Initiative of the Year
• Tax-Efficient Group of the Year
• Best New Entrant
• Best Use of a Tax Product in Financial Planning
2018 Past Winners
Best Generalist - VCT:
• Foresight Group
Best Generalist - EIS:
• Parkwalk Advisors
Best Single Sector - EIS:
• Mercia Fund Managers
Best AIM IHT Portfolio Service - DFM provider:
• Blankstone Sington
Best AIM IHT Portfolio Service - Tax-efficient and Estate Planning Specialist:
• Amati Global Investors
Best IHT Portfolio Service:
• Triple Point
Exit of the Year:
• Par Equity
Education Initiative of the Year:
• GrowthInvest
Best Use of a Tax Product in Financial Planning:
• UNIQ Family Wealth
Best New Entrant:
• Seneca Partners
Tax-efficient Group of the Year:
• Downing