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

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.

 

Read More
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.

Read More
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.

 

Read More
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.

Read More
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.

Read More
20 Feb 2017

Jack Rose: 10 Top Tips For Tax-Advantaged Investing

With just over 6 weeks until the end of the tax year, Jack Rose, Head of Tax Products at LGBR Capital reveals his top 10 tips for tax – advantaged investing. Click here to see the whole article For more information on LGBR Capitals range of tax efficient products please click here or call 020 […]

With just over 6 weeks until the end of the tax year, Jack Rose, Head of Tax Products at LGBR Capital reveals his top 10 tips for tax – advantaged investing.

Click here to see the whole article

For more information on LGBR Capitals range of tax efficient products please click here or call 020 3195 7100.

Read More
6 Feb 2017

Unicorn AIM VCT Offer Shuts In Record Time

Unicorn AIM VCT (‘the VCT’) has closed its latest £15 million offer, having been fully subscribed. Investors who missed out on the latest VCT offer can still access Unicorn’s AIM expertise via the Unicorn AIM IHT Portfolio Service. Since launch in 2001, Unicorn AIM VCT has delivered marketing-leading capital returns in the AIM-focused VCT sector […]

Unicorn AIM VCT (‘the VCT’) has closed its latest £15 million offer, having been fully subscribed. Investors who missed out on the latest VCT offer can still access Unicorn’s AIM expertise via the Unicorn AIM IHT Portfolio Service.

Since launch in 2001, Unicorn AIM VCT has delivered marketing-leading capital returns in the AIM-focused VCT sector and a consistently progressive dividend income stream to shareholders. In the period since launch in 2001, Net Asset Value per share has increased significantly, while shareholders have received approximately £43.2m in tax-free dividend distributions.

Unicorn AIM VCT is also currently the largest AIM-focused VCT in the market with net assets of approximately £160 million. By virtue of its substantial size, investors in Unicorn AIM VCT are able to access an established, diverse and strongly performing portfolio of investments.

Unicorn has been one of the leading institutional investors in the AIM market since its inception in 2000. It currently manages over £250 million in AIM stocks across its range of UK OEICS and the AIM-focused VCT.

Chris Hutchinson, Manager of the Unicorn AIM VCT commented, “There has been a very positive response from Advisers to this latest Offer, which was fully subscribed within two weeks of opening. Despite the current political and economic uncertainty across the globe, I am confident we can continue to find attractive investment opportunities for the VCT to complement the existing portfolio of profitable, cash generative and dividend paying companies that should thrive over the longer term.”

For more information on the range of award winning Unicorn products click here or call 020 7071 3940.

Read More
25 Jan 2017

Fundraising for VCT’s up 53% Year on Year

Fundraising levels for venture capital trusts (VCTs) are up 53% in the 2016/17 tax year to date compared with levels in the previous year. As at 31 December 2016, £169.5m had been raised into VCTs in contrast to the £110.8m that was raised in VCTs by the same point the previous year, LGBR Capital’s Jack […]

Fundraising levels for venture capital trusts (VCTs) are up 53% in the 2016/17 tax year to date compared with levels in the previous year. As at 31 December 2016, £169.5m had been raised into VCTs in contrast to the £110.8m that was raised in VCTs by the same point the previous year, LGBR Capital’s Jack Rose explains why advisers shouldn’t leave VCT business to the last moment.

Click here to see the whole article

For more information on LGBR Capital’s range of VCTs please click here or call 020 7071 3940.

Read More
24 Jan 2017

LGBR Capital’s Jack Rose: How To Spot A Good VCT Manager

In the most recent tax planning article with Professional Adviser, LGBR Capitals Jack Rose discusses how to spot a good VCT manager and what you need to look for before investing. Click here to see the whole article For more information on LGBR Capitals range of tax efficient products please click here or call 020 […]

In the most recent tax planning article with Professional Adviser, LGBR Capitals Jack Rose discusses how to spot a good VCT manager and what you need to look for before investing.

Click here to see the whole article

For more information on LGBR Capitals range of tax efficient products please click here or call 020 7071 3940.

Read More
23 Jan 2017

Chris Hutchinson Takes Part in Investment Week Podcast on Tax Efficient Investing

Unicorn AIM VCT Senior Fund Manager, Chris Hutchinson recently took part in a podcast with Investment Week in which he discussed the investment objective of the Unicorn AIM VCT, the attractions of AIM as well as explaining what Unicorn do to help educate investors. Click here to listen to the whole podcast For more information […]

Unicorn AIM VCT Senior Fund Manager, Chris Hutchinson recently took part in a podcast with Investment Week in which he discussed the investment objective of the Unicorn AIM VCT, the attractions of AIM as well as explaining what Unicorn do to help educate investors.

Click here to listen to the whole podcast

For more information on the Unicorn AIM VCT please click here or call 020 7071 3940.

Read More
1 2 3 4 5 10

Get in Touch

Please do not hesitate to get in touch for further information on LGBR or on the investment products we distribute.

Disclaimer

In order to view the information on the LGBR Tax website (www.lgbrtax.com) (the "Website"), you must accept the terms and conditions set out below (these "Terms") and our separate Terms of Use. These Terms create a binding legal agreement between us. For your own protection and benefit, please read these Terms carefully before starting to use this section of the Website. During each visit to this section of the Website, you are responsible for being familiar with, and are bound by, the then current version of these Terms. If you do not agree to these Terms, please refrain from using the Website. By clicking "Accept" below and accessing the information and material available on the Website, you accept these Terms.

IMPORTANT NOTICE: For legal reasons the contents of the Website cannot be made available to US residents. These materials and any products described herein are not being offered or targeted to US persons or to US residents and access by them is prohibited.

This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority.
This section is not intended for, and must not be accessed by, investors who would be classified as retail clients under MiFID. If you are in any doubt as to whether you would be deemed to be a 'professional client' or 'eligible counterparty', please seek professional advice and refrain from accessing this section until such advice has been obtained.

By clicking 'I accept' you confirm that you are an FCA authorised financial intermediary, you also confirm that:
(i) you are eligible to access this section of the website and that you are acting on the behalf of your client as their authorised adviser or are seeking information as a representative of an institution;
(ii) you understand that the information contained in this section of the website is provided solely for the use by the advisers of organisations or representatives of such organisations, and not for members of the general public;

I confirm that:

  • I have read and accept the Terms and Conditions of using this Website, detailed above;
  • I am a professional client or eligible counterparty for the purposes of the Conduct of Business Sourcebook of the FCA;
  • I will not make an investment in an Investment Product, or advise another to do so, if the promotion of the Investment Product to the type of investor I represent is prohibited;
  • I recognise that the information provided on this Website is for information purposes only and is not a solicitation of an investment;
  • I will study the Prospectus, KIID or Offering Memorandum of an Investment Product, including the risk factors before making an investment