The views and opinions expressed herein are those of the authors and do not necessarily reflect the views of LGBR and its affiliates or employees. The information set forth herein has been obtained or derived from sources believed by the authors to be reliable. LGBR does not make any representation or warranty, express or implied, as to the information's accuracy or completeness, nor does the author recommend that the attached information serve as the basis of any investment decision and it has been provided to you solely for informational purposes only and does not constitute an offer or solicitation of an offer, or any advice or recommendation, to purchase any securities or other financial instruments, and may not be construed as such.

News/Blog

26 Jul 2017

Unicorn AIM VCT New £30m Share Offer – NOW OPEN

We are pleased to announce that the new £30m share offer for the Unicorn AIM VCT is now open. Last year’s £15m offer sold out in just 2 weeks, so we would recommend advisers act quickly. Click here for a copy of the Prospectus and Application Form. Click here for a recent review by Martin […]

We are pleased to announce that the new £30m share offer for the Unicorn AIM VCT is now open. Last year’s £15m offer sold out in just 2 weeks, so we would recommend advisers act quickly.

  • Click here for a copy of the Prospectus and Application Form.
  • Click here for a recent review by Martin Churchill (87/100).
  • Click here for the latest factsheet.

Unicorn’s AIM-focused VCT has generated market-leading capital performance and delivered consistent dividend growth since launch in 2001. Unicorn’s AIM VCT was voted ‘Best VCT’ at the 2016 Investment Company of the Year Awards.

The Unicorn team manages over £1 billion of assets, across a range of Funds, of which around £300 million is specifically invested in AIM-listed companies*. The Unicorn team therefore bring their considerable experience and success in small cap investing to this offering.

To find out more about the new share offer, please click here or call our team on 020 7071 3940.

*Source: Unicorn Asset Management as at 30/06/17.

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26 Jul 2017

Seneca’s Ian Battersby : Is patience always a virtue?

Awaiting the outcome of the Patient Capital Review with eagerness and anticipation, Ian Battersby wonders how financial advisers will be expected to embrace whatever new rules emerge. Click here to view the whole article To find out more about the range of tax products that LGBR Capital have to offer please click here or call 020 7071 3926.

Awaiting the outcome of the Patient Capital Review with eagerness and anticipation, Ian Battersby wonders how financial advisers will be expected to embrace whatever new rules emerge.

Click here to view the whole article

To find out more about the range of tax products that LGBR Capital have to offer please click here or call 020 7071 3926.

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13 Jul 2017

Growth Investor Awards 2017 Finalist – Unicorn Asset Management

We are pleased to announce that Unicorn has been chosen as a finalist at the Growth Investor Awards 2017 for the ‘Best AIM Investment Manager’ category. Click here for a full list of finalists. To find out more about the range of tax products that Unicorn have to offer please click here or call 020 3195 7100.

We are pleased to announce that Unicorn has been chosen as a finalist at the Growth Investor Awards 2017 for the ‘Best AIM Investment Manager’ category.

Click here for a full list of finalists.

To find out more about the range of tax products that Unicorn have to offer please click here or call 020 3195 7100.

GIA 2017 Finalist Logo - Best AIM Investment Manager

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25 Apr 2017

LGBR Capital’s Jack Rose Looks at Considering Business Relief for IHT

As the value of estates continue to rise, a growing number of families will develop potential IHT bills, making effective estate planning, including business relief, an increasing priority. LGBR Capital’s Jack Rose looks into the problem and why business relief might be just one of the ways to help solve the problem. Click here to […]

As the value of estates continue to rise, a growing number of families will develop potential IHT bills, making effective estate planning, including business relief, an increasing priority. LGBR Capital’s Jack Rose looks into the problem and why business relief might be just one of the ways to help solve the problem.

Click here to view the whole article

To find out more about the range of tax products that LGBR Capital have to offer please click here or call 020 3195 7100.

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25 Apr 2017

Unicorn AIM VCT – the quickest AIM VCT raise for 2016/17 tax year

With demand for VCTs rising, Wealth Club have conducted research on the 2016/17 tax year raise which showed that the Unicorn AIM VCT was the fastest raise among the AIM sector of VCTs. On top of this the Triple Point VCT stood out as a VCT that noticeably increased its fundraising velocity after announcing its […]

With demand for VCTs rising, Wealth Club have conducted research on the 2016/17 tax year raise which showed that the Unicorn AIM VCT was the fastest raise among the AIM sector of VCTs. On top of this the Triple Point VCT stood out as a VCT that noticeably increased its fundraising velocity after announcing its over-allotment facility.

Click here to see the whole article

To find out more about the range of tax products that LGBR Capital have to offer please click here or call 020 3195 7100.

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24 Apr 2017

Unicorn AIM IHT ISA – How to pass on ISAs after you’ve passed on

Chris Hutchinson, manager of the Unicorn AIM IHT & ISA Portfolio Service has recently been mentioned in an article on the Times as a potential fund to invest in for those looking to access AIM stocks. “This is a small fund but is run by one of the most successful smaller companies managers, Chris Hutchinson […]

Chris Hutchinson, manager of the Unicorn AIM IHT & ISA Portfolio Service has recently been mentioned in an article on the Times as a potential fund to invest in for those looking to access AIM stocks.

“This is a small fund but is run by one of the most successful smaller companies managers, Chris Hutchinson of Unicorn AIM venture capital trust.”

Click here to read the full article.

For more information about the service, please email us or call 020 7071 3940.

 

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24 Mar 2017

Jack Rose: Top 10 tips for picking an AIM manager

With a background of ever-growing IHT receipts, investing in AIM through an ISA can be a powerful planning option for the right person, LGBR Capital’s Jack Rose, offers investors and their advisers 10 tips on the subject. Click here to read the article For more information on the range of LGBR Capital’s tax efficient products […]

With a background of ever-growing IHT receipts, investing in AIM through an ISA can be a powerful planning option for the right person, LGBR Capital’s Jack Rose, offers investors and their advisers 10 tips on the subject.

Click here to read the article

For more information on the range of LGBR Capital’s tax efficient products please click here or call 020 3195 7100.

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7 Mar 2017

Triple Point Income VCT Conference Call

Triple Point Managing Partner, Ben Beaton provides an introduction to the newly launched £15m E Share Offer for Triple Point’s Income VCT plc as well as a detailed look at the underlying investment strategy which is focused on SME leasing for infrastructure and industrial support services. This will include an outline to Triple Point’s deal […]

Triple Point Managing Partner, Ben Beaton provides an introduction to the newly launched £15m E Share Offer for Triple Point’s Income VCT plc as well as a detailed look at the underlying investment strategy which is focused on SME leasing for infrastructure and industrial support services. This will include an outline to Triple Point’s deal flow and the exit opportunities for the VCT. For further information on the VCT,  please click here or call 020 7071 3910.

 

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2 Mar 2017

Seneca Partners Opens Second Managed Storage EIS Fund

Seneca Partners has closed its first Managed Storage EIS fund after it was fully subscribed and has opened a second fund to raise an additional £10m. Click here to see the whole article For more information on the Seneca Managed Storage Fund 2 click here or call 020 7071 3926.

Seneca Partners has closed its first Managed Storage EIS fund after it was fully subscribed and has opened a second fund to raise an additional £10m.

Click here to see the whole article

For more information on the Seneca Managed Storage Fund 2 click here or call 020 7071 3926.

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28 Feb 2017

Seneca Partners Opens Second Tax Offer Amid Sector Demand

With Tax-efficient investments, including Enterprise Investment Scheme (EIS) and venture capital trusts (VCTs) filling rapidly this tax year, Seneca Partners have opened the Managed Storage EIS Fund No.2.  In a recent article by Professional Adviser, LGBR Capital head of tax products Jack Rose has attributed the surge in sector demand to VCT rule changes, which mean management […]

With Tax-efficient investments, including Enterprise Investment Scheme (EIS) and venture capital trusts (VCTs) filling rapidly this tax year, Seneca Partners have opened the Managed Storage EIS Fund No.2. 

In a recent article by Professional Adviser, LGBR Capital head of tax products Jack Rose has attributed the surge in sector demand to VCT rule changes, which mean management buy-out strategies are now ruled out and investors must hold an investment for at least seven years to qualify for the tax savings. He said this has restricted the ability of many managers to raise large amounts of capital this tax year.

Click here to read the full article.

For more information about their second offering, please email seneca@lgbrtax.com or call 020 7071 3926.

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