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The views and opinions expressed herein are those of the authors and do not necessarily reflect the views of LightTower Partners and its affiliates or employees. The information set forth herein has been obtained or derived from sources believed by the authors to be reliable. LightTower Partners 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.

28 Feb 2019

“Don’t forget about carry back” – Velocity EIS

“Tax year end is … an important tax planning opportunity for investors and financial planners. Investors with tax liabilities and a sufficient appetite for risk, should consider an EIS investment.” Writes Mark Brownridge, Velocity Capital Advisory Non-Executive Director. Particularly the self employed and company directors who can control how their remuneration is paid who can […]

“Tax year end is … an important tax planning opportunity for investors and financial planners. Investors with tax liabilities and a sufficient appetite for risk, should consider an EIS investment.” Writes Mark Brownridge, Velocity Capital Advisory Non-Executive Director.

Particularly the self employed and company directors who can control how their remuneration is paid who can benefit from the flexibility offered carry back which allows for greater investment with more certainty over timing.

Click here for the full article.

For further information on the Velocity EIS Technology Fund, please send us an email or call us on 020 7071 3920.

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27 Feb 2019

What makes the Vala EIS Portfolio stand out from the crowd?

James Faulkner from Vala Capital explains what makes their EIS fund different, and the emphasis placed on providing a great service to investors and their financial advisers. Watch the video here: https://vimeo.com/319035051  

James Faulkner from Vala Capital explains what makes their EIS fund different, and the emphasis placed on providing a great service to investors and their financial advisers.

Watch the video here: https://vimeo.com/319035051

 

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4 Feb 2019

Conference Call with Andrew Wolfson: Pembroke VCT

We recently hosted a conference call with Pembroke VCT Managing Director Andrew Wolfson.   Click here for the full recording. Click here for more information on the VCT including fund literature. For further information or to reserve capacity in the VCT please send us an email or call us on 020 7071 3920.

We recently hosted a conference call with Pembroke VCT Managing Director Andrew Wolfson.

 

Click here for the full recording.

Click here for more information on the VCT including fund literature.

For further information or to reserve capacity in the VCT please send us an email or call us on 020 7071 3920.

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17 Jan 2019

Jack Rose: Five considerations when investing in AIM for IHT

LightTower’s head of tax-efficient products, Jack Rose, explains the top five thing to consider when investing in AIM for IHT. Click here for the full article. For a full range of products distributed by LightTower, click here. For further information please send us an email or call us on 020 7071 3920.

LightTower’s head of tax-efficient products, Jack Rose, explains the top five thing to consider when investing in AIM for IHT.

Click here for the full article.

For a full range of products distributed by LightTower, click here.

For further information please send us an email or call us on 020 7071 3920.

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15 Jan 2019

Velocity EIS investee company Red Rickshaw, rated no.1 in The Telegrpah

Red Rickshaw, a company in the Velocity EIS portfolio, has recently been rated the best meal kit by the Telegraph rising above big names such as Hello Fresh, Guosto and Mindful chef. You can see the full article here. Click here for more information on the Velocity EIS portfolio, or contact us on 020 7071 […]

Red Rickshaw, a company in the Velocity EIS portfolio, has recently been rated the best meal kit by the Telegraph rising above big names such as Hello Fresh, Guosto and Mindful chef.

You can see the full article here.

Click here for more information on the Velocity EIS portfolio, or contact us on 020 7071 3920. 

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15 Jan 2019

Conference Call with Unicorn AIM VCT manager Chris Hutchinson

We recently recorded a conference call with Unicorn AIM VCT manager Chris Hutchinson, in which he gives an overview of the recent performance of the VCT portfolio and the wider AIM markets, as well as where he see opportunities going forward. See below or click here to listen to the recording. For further information on the Unicorn […]

We recently recorded a conference call with Unicorn AIM VCT manager Chris Hutchinson, in which he gives an overview of the recent performance of the VCT portfolio and the wider AIM markets, as well as where he see opportunities going forward.

See below or click here to listen to the recording.

For further information on the Unicorn AIM VCT Offer, or to reserve capacity, please send us an email or give us a call on 020 7071 3920.

Past performance is not an indicator of future performance, the value of your performance may go down as well as up. 

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14 Jan 2019

Maven’s Bill Nixon “one of the managers I would be most happy to put my money with” – Wealth Club

The Maven VCT has been recognised for its dependability in a recent article for Money Week, where Wealth Club’s Alex Davies identifies his top VCTs. Manager Bill Nixon was given special mention as “one of the managers I would be most happy to put my money with”. Click here for the full article. For further […]

The Maven VCT has been recognised for its dependability in a recent article for Money Week, where Wealth Club’s Alex Davies identifies his top VCTs.

Manager Bill Nixon was given special mention as “one of the managers I would be most happy to put my money with”.

Click here for the full article.

For further information on the Maven VCT Joint Offer please click here, or get in touch by email or call us on 020 7071 3920.

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10 Jan 2019

Unicorn AIM VCT announces intention to launch new £15 million offer

The Unicorn AIM VCT has announced the intention to launch an offer for subscription to raise £15 million, through the issue of new ordinary shares (‘the Offer’), with an over-allotment facility to raise up to a further £10 million. The prospectus for the Offer is expected to be available later this month. Click here for […]

The Unicorn AIM VCT has announced the intention to launch an offer for subscription to raise £15 million, through the issue of new ordinary shares (‘the Offer’), with an over-allotment facility to raise up to a further £10 million. The prospectus for the Offer is expected to be available later this month.

Click here for the full release.

For further information or to reserve capacity please send us an email or call us on 020 7071 3920.

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3 Dec 2018

Jack Rose – ‘Why you should consider tax-advantaged investments’

Read the latest article from LightTower Partners’ Jack Rose. In the article for FT Adviser, Jack talks about the growing market for tax-advantages investments and why the government gives tax breaks on certain investments. Click here for the full article. For further information on the range of tax efficient products we distribute please send us an […]

Read the latest article from LightTower Partners’ Jack Rose.

In the article for FT Adviser, Jack talks about the growing market for tax-advantages investments and why the government gives tax breaks on certain investments.

Click here for the full article.

For further information on the range of tax efficient products we distribute please send us an email or call us on 020 7071 3920.

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3 Dec 2018

Seneca Partners sells Foodpack Ltd delivering return of c.3.3x

Seneca Partners’ EIS growth capital investment team has realised a net tax free return of c.3.3x from its investment in Foodpack Ltd. Three years on from saving the business from Administration in a £7.5m deal, Seneca backed Foodpack Limited, the St Helen’s based specialist food manufacturing and packaging business, has been sold to Integrated Packaging […]

Seneca Partners’ EIS growth capital investment team has realised a net tax free return of c.3.3x from its investment in Foodpack Ltd.

Three years on from saving the business from Administration in a £7.5m deal, Seneca backed Foodpack Limited, the St Helen’s based specialist food manufacturing and packaging business, has been sold to Integrated Packaging Services Ltd (“IPS”).

Tim Murphy of Seneca, who was a Director of Foodpack throughout the investment, commented:

Making a success of a business bought out of Administration is notoriously difficult and involves many highs and lows along the way. Bringing Foodpack back from the brink and turning it into a high quality operation has been a great result for our Investors and all stakeholders, not least the 150 colleagues who work in the business but also the wider community of St Helens that benefits from those jobs being secured.”

Click here for the full press release.

For further information on the Portfolio Service or other Seneca product please send us an email or give us a call on 020 7071 3920.

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29 Nov 2018

PA Article- Andrew Wolfson: VCT cash should be deployed quickly and efficiently

Andrew Wolfson, managing director of Pembroke VCT, writes in Professional Adviser: “Every VCT investor would rather see their savings used to fund the UK entrepreneurial spirit than simply sit on a fund’s balance sheet but, that happens far more often than it should ….” Click here to read the full article For further information on […]

Andrew Wolfson, managing director of Pembroke VCT, writes in Professional Adviser:

Click here to read the full article

For further information on the Pembroke VCT please send us an email or call us on 020 7071 3920.

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22 Oct 2018

Conference call with Maven VCT Manager Bill Nixon

We recently recorded a conference call with Bill Nixon, Manager of the Maven Income and Growth VCT and Maven Income and Growth VCT 5 – both of which are open for investment with a £30m Joint Offer. Click here to listen to the full recording. If you have any questions or would like further information, […]

We recently recorded a conference call with Bill Nixon, Manager of the Maven Income and Growth VCT and Maven Income and Growth VCT 5 – both of which are open for investment with a £30m Joint Offer.

Click here to listen to the full recording.

If you have any questions or would like further information, please send us an email or call us on 020 771 3920.

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18 Oct 2018

LightTower Partners at PA360 North: ‘Meet VCT managers and look into their eyes’

Advisers wanting to invest in VCTs for clients need to look past due diligence forms and meet fund managers in person to dig deeper into the detail, Jack Rose told delegates at the PA360 North conference. Click here to read the full article. For further information on the range of tax efficient products we distribute, […]

Advisers wanting to invest in VCTs for clients need to look past due diligence forms and meet fund managers in person to dig deeper into the detail, Jack Rose told delegates at the PA360 North conference. Click here to read the full article.

For further information on the range of tax efficient products we distribute, please click here.

If you have any question please send us an email or call us on 020 7071 3920.

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9 Oct 2018

Jack Rose: VCT and EIS investors are living in interesting times

LightTower Partners’ Head of Tax- efficient products, Jack Rose, considers the current dichotomy in the tax-advantaged sector – despite the overwhelming availability of EIS there is actually a reduction in demand from advisers, while VCTs now face the opposite issue. Click here to read the full article. For further information on the range of tax […]

LightTower Partners’ Head of Tax- efficient products, Jack Rose, considers the current dichotomy in the tax-advantaged sector – despite the overwhelming availability of EIS there is actually a reduction in demand from advisers, while VCTs now face the opposite issue.

Click here to read the full article.

For further information on the range of tax efficient product we distribute please click here, or send us an email or give us a call on 020 7071 3920.

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24 Sep 2018

Conference Call with Pembroke VCT’s Andrew Wolfson

We recently hosted a conference call with Pembroke VCT’s  Managing Director Andrew Wolfson. Click here to listen to the recording. For more information on the Pembroke VCT please click here or call 020 7071 3920.

We recently hosted a conference call with Pembroke VCT’s  Managing Director Andrew Wolfson.

Click here to listen to the recording.

For more information on the Pembroke VCT please click here or call 020 7071 3920.

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13 Sep 2018

Maven Income & Growth VCT Shortlisted for Investment Company of the Year Award

We are pleased to announce that Maven Income & Growth VCT has been shortlisted for the Investment Week Investment Company of the Year Awards 2018.  These awards highlight investment companies that produce consistent performance and where there is, in the judges’ opinion, a high likelihood that the investors will not be disappointed in the future. Click […]

We are pleased to announce that Maven Income & Growth VCT has been shortlisted for the Investment Week Investment Company of the Year Awards 2018. 

These awards highlight investment companies that produce consistent performance and where there is, in the judges’ opinion, a high likelihood that the investors will not be disappointed in the future.

Click here to read the full article.

For more information on the VCT and the current Offer, please send us an email or call us on 020 7071 3920.

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8 Aug 2018

Lawrence Gosling hosts VCT update call with Head of Tax Efficient Products Jack Rose

Lawrence Gosling recently hosted a call with Head of Tax Efficient Products at LightTower Partner, Jack Rose about VCT’s ahead of the upcoming VCT masterclasses that Jack will be leading around the country. In the call Jack highlights the changes to tax planning, the risks associated with them, pensions and the potential for limited VCT […]

Lawrence Gosling recently hosted a call with Head of Tax Efficient Products at LightTower Partner, Jack Rose about VCT’s ahead of the upcoming VCT masterclasses that Jack will be leading around the country.

In the call Jack highlights the changes to tax planning, the risks associated with them, pensions and the potential for limited VCT capacity in the coming tax year.

Click here to listen to the call

For more information on LightTower Partner’s range of tax efficient products please click here or call 020 7071 3920.

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30 Jul 2018

Unicorn AIM IHT/ISA Service Update – Q2 2018

Alex Game and Max Ormiston of the Unicorn AIM IHT/ISA Portfolio Service shares their update on the service over the last quarter and the opportunities they are seeing in AIM. https://lighttowerpartners.co.uk/wp-content/uploads/sites/7/2018/07/Unicorn-AIM-08-Aug-18-edited.mp3 To find out more about the Service, please click here or call our team on 020 7071 3940.

Alex Game and Max Ormiston of the Unicorn AIM IHT/ISA Portfolio Service shares their update on the service over the last quarter and the opportunities they are seeing in AIM.

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

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26 Jun 2018

Introduction to Seneca Growth Capital VCT – Conference Call Recording

Please click here to listen to a conference call with Richard Manley, manager of the Seneca Growth Capital VCT. Click here for the presentation discussed. If you have any questions or would like further information, please contact us by email or call us on 020 7071 3920.  

Please click here to listen to a conference call with Richard Manley, manager of the Seneca Growth Capital VCT.

Click here for the presentation discussed.

If you have any questions or would like further information, please contact us by email or call us on 020 7071 3920.

 

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18 May 2018

Jack Rose outlook on the tax efficient landscape

Jack Rose Head of Tax at LightTower Partners comments on the current tax efficient landscape. Click here to watch the full video. For more information about LightTower Partners contact us on 020 7071 3920.

Jack Rose Head of Tax at LightTower Partners comments on the current tax efficient landscape.

Click here to watch the full video.

For more information about LightTower Partners contact us on 020 7071 3920.

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10 May 2018

Seneca Partners launches its new VCT offering – Press Release

SENECA LAUNCHES ITS NEW VCT OFFERING Seneca Partners, the SME specialist with a focus on helping companies to grow, has now officially launched its new VCT offering; Seneca has partnered with existing Hygea vct plc and is launching a New B Share class.  The New B Share class will be managed by Seneca and will […]

SENECA LAUNCHES ITS NEW VCT OFFERING

Seneca Partners, the SME specialist with a focus on helping companies to grow, has now officially launched its new VCT offering; Seneca has partnered with existing Hygea vct plc and is launching a New B Share class.  The New B Share class will be managed by Seneca and will complement its existing tax efficient range which includes EIS and IHT offerings with total AUM of more than £75 million. The launch of its VCT offering means that Seneca Partners now offers a full spectrum tax efficient product range.

Seneca Partners is well positioned to enter the VCT sector – the independent, investment management and corporate advisory business focused on the Northern Powerhouse, is building on the strength of its existing EIS business, which invests in the UK’s growing businesses and since 2012 has completed more than 70 growth capital investment rounds across over 30 companies.

Hygea vct plc (which will be renamed as the Seneca Growth Capital VCT plc upon the first allotment of New B shares, expected in June) is aiming to raise £10m in its first year which is intended to be invested in a portfolio of seven to ten initial investments.

The Seneca Growth Capital VCT will have a generalist investment strategy, which will benefit from Seneca Partners’ expertise in the growth capital sector. The investment team is focused on both private and AIM quoted businesses which benefit from strong management teams, robust business models, attractive growth prospects and an expectation of delivering a profitable and timely investment exit.

One significant structural advantage of partnering with an existing VCT is that whilst the New B Share class will be completely separate from the existing VCT’s residual investments, it will benefit from the VCT’s existing distributable reserves, which makes it possible to pay dividends on the New B Shares from the first year. Partnering with Hygea has also allowed Seneca Partners to bring its VCT to market more quickly.

Richard Manley, CEO of Seneca Partners comments; “In the current landscape of pension reform and record levels of investment in the VCT sector, it is timely for Seneca Partners to launch our VCT offering which  allows us to provide another tax efficient access point for investors seeking exposure to our growth capital investment expertise. The recent legislative changes, including those brought about by the Patient Capital Review, make Seneca Partners’ proven experience in growth capital investing even more relevant than ever before.”

Importantly, Seneca Partners directors and senior management team will be investing in the New B Share class and costs to be borne by the New B share class are capped, with Seneca Partners also taking on the launch costs.

Please call Zoe Powell on 020 7071 3920 if you would like to speak to Richard Manley, CEO Seneca Partners

-Ends-

Notes to Editors

Seneca Partners

https://investing.senecapartners.co.uk/products-and-funds/vct-offer/

Seneca Partners is an award-winning specialist SME investment and advisory business.  Formed in 2010, and headquartered in the North West of England, the management team have extensive experience across a range of sectors, including private equity, corporate finance, wealth management, accountancy and stockbroking. Seneca won “Alternative Finance Provider” in both 2016 and 2017 at the North West Business Insider Awards

Seneca Partners is also the founding member of the Seneca branded network of companies which includes Seneca Investment Managers, a Liverpool based fund manager with more than £500 million under management (as at 31 March 2018), Seneca Finance Limited, a property bridging finance provider with a loan book of more than £20 million (as at 31 March 2018) and Seneca Property Limited who originated more than £25 million of property acquisitions in the 12 months to 31 March 2018.

This wider Seneca branded network of companies operates from 5 offices across the North of England and employs more than 60 people.

Hygea

Please see www.hygeavct.com and www.senecapartners.co.uk for further details.

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30 Apr 2018

Seneca exits Smart Storage and generates 6x return

Seneca Partners has sold its interest in North West based Smart Storage to a trade buyer, Kangaroo Self Storage, in a deal worth £13m. Click here to read the article in full. For more information about Seneca Partners and their current open offers , please click here or call on 020 7071 3926.

Seneca Partners has sold its interest in North West based Smart Storage to a trade buyer, Kangaroo Self Storage, in a deal worth £13m.

Click here to read the article in full.

For more information about Seneca Partners and their current open offers , please click here or call on 020 7071 3926.

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23 Apr 2018

Seneca Partners to launch growth-focused VCT

Seneca Partners has partnered with Hygea VCT to launch a new B share class, which will be renamed the Seneca Growth Capital VCT Plc upon the first allotment of the share class. Click here to read the article in full. For more information about Seneca Partners and their current open offers , please click here […]

Seneca Partners has partnered with Hygea VCT to launch a new B share class, which will be renamed the Seneca Growth Capital VCT Plc upon the first allotment of the share class.

Click here to read the article in full.

For more information about Seneca Partners and their current open offers , please click here or call on 020 7071 3926.

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9 Apr 2018

Jack Rose in Professional Adviser: An outlook on the VCT landscape

As the tax year draws to an end, Jack Rose (Head of Tax Efficient Products at LightTower Partners) reminds investors and their advisers they need to adapt to the new VCT rules and to the fact the best VCT offers will continue closing earlier and being available for shorter periods of time. Click here to read […]

As the tax year draws to an end, Jack Rose (Head of Tax Efficient Products at LightTower Partners) reminds investors and their advisers they need to adapt to the new VCT rules and to the fact the best VCT offers will continue closing earlier and being available for shorter periods of time.

Click here to read the full article.

For more information, please email info@lighttowerpartners.co.uk or call 020 7071 3920.

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28 Feb 2018

LGBR Tax renames as LightTower Partners

A new brand for rapidly growing tax-efficient adviser education and product distribution business   LGBR Tax has worked in partnership with investment managers at the forefront of the tax-efficient investment sector since 2012, to develop and distribute innovative products to investment intermediaries and educate advisers on how these products can benefit their clients. LGBR Tax […]

A new brand for rapidly growing tax-efficient adviser education and product distribution business

 

LGBR Tax has worked in partnership with investment managers at the forefront of the tax-efficient investment sector since 2012, to develop and distribute innovative products to investment intermediaries and educate advisers on how these products can benefit their clients. LGBR Tax has now renamed as LightTower Partners, reflecting the fact that the business has grown rapidly and now warrants its own brand, to differentiate it from its affiliate, LGBR Capital.

LightTower Partners will continue, independently and with industry partners, to provide its education, training and support service for advisers specifically focused on maximising opportunities for their clients, whilst providing distribution for investment-led managers in the sector. The comprehensive tax-efficient education programme includes a nationwide series of CPD accredited adviser events, Meet the Manager sessions, regular e-marketing product updates and educational media content aimed at the advisor market.

LightTower Partners undertakes distribution for investment managers across a full range of tax-efficient structures including VCT (Venture Capital Trust), EIS (Enterprise Investment Scheme), SEIS (Seed Enterprise Investment Scheme), BR (Business Relief) and IHT (Inheritance Tax) products with investment managers at the forefront of the sector.  Each of these government-sponsored structures operates under different rules and offers different tax planning benefits for advisers and their clients. This growth capital for UK SMEs is the fundamental reason for their existence in an effort to close the funding gap for smaller businesses.

Jack Rose, added; “The business has grown rapidly over the years, driven by increased adviser demand for tax-efficient investments to meet client needs. Recent changes to pension rules and a rising IHT burden have propelled new assets into the sector. We have responded to the real need for an effective and widespread ongoing adviser education programme, as deployed effectively these products can form an important part of an investor’s portfolio. Our new brand name demonstrates our ongoing commitment to the sector and its future, in partnership with our investment managers and adviser clients.

In a bid to raise awareness of the sector and increase understanding of tax-efficient products, their features and where they can help clients, in the last twelve months alone, we have hosted over 70 nationwide events attended by more than 200 adviser firms and 2,000 advisers on the full spectrum of tax efficient investment products from VCTs to BR. We have also commissioned two independent industry reports and participated in webinars, video tutorials, podcasts and contributed a regular educational blog.

“We have seen greater acceptance of the credibility of the sector and its benefit for investors, a better understanding of its role in the investment landscape and pensions environment, an improvement in its reputation and greater acceptance of the industry’s contribution to the UK economy.”

 

 

For more information about LightTower Partners contact us on 020 7071 3920.

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16 Jan 2018

Professional Adviser: LGBR Tax-efficient series a ‘must attend event for advisers’

Tax-efficient investment specialists Unicorn Asset Management, Maven Capital Partners, Triple Point and Seneca Partners are all speaking at LGBR’s EIS, VCT and IHT Forums, which will visit Harrogate, Manchester, Solihull and London (twice) between 25 January and 21 February 2018. To register or find out more, please click here. For more information LGBR’s range of tax efficient products, please click here or call on 020 7071 […]

Tax-efficient investment specialists Unicorn Asset ManagementMaven Capital PartnersTriple Point and Seneca Partners are all speaking at LGBR’s EIS, VCT and IHT Forums, which will visit Harrogate, Manchester, Solihull and London (twice) between 25 January and 21 February 2018.

To register or find out more, please click here.

For more information LGBR’s range of tax efficient products, please click here or call on 020 7071 3920.

 

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21 Dec 2017

Jack Rose: A round-up of the tax efficient year

The build-up to and subsequent outcome of the Patient Capital Review were major talking points for the tax-efficient space and, writes Jack Rose, its implementation and impact look set to be similar in the year ahead. Click here to read the full article. For more information LGBR’s range of tax efficient products, please click here or call […]

The build-up to and subsequent outcome of the Patient Capital Review were major talking points for the tax-efficient space and, writes Jack Rose, its implementation and impact look set to be similar in the year ahead.

Click here to read the full article.

For more information LGBR’s range of tax efficient products, please click here or call on 020 7071 3920.

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8 Dec 2017

Maven VCT Conference Call Recording – New £30m joint offer

Click here for the recording of yesterdays Maven VCT call with manager Bill Nixon. For more information about the conference call or LGBR Capital’s range of tax efficient products, please click here or call on 020 7071 3920.  

Click here for the recording of yesterdays Maven VCT call with manager Bill Nixon.

For more information about the conference call or LGBR Capital’s range of tax efficient products, please click here or call on 020 7071 3920.

 

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5 Dec 2017

Unicorn win Best Aim-Based VCT

Congratulations to Unicorn who’s excellence in the field was recognised last week at the second iteration of the Investment Week Tax Efficiency Awards where they collected the award for the Best Aim-Based VCT. Click here to read the full article. For more information about LGBR Capital’s range of tax efficient products, please click here or call 020 7071 3920. 

Congratulations to Unicorn who’s excellence in the field was recognised last week at the second iteration of the Investment Week Tax Efficiency Awards where they collected the award for the Best Aim-Based VCT.

Click here to read the full article.

For more information about LGBR Capital’s range of tax efficient products, please click here or call 020 7071 3920. 

IWTEA17-LOGO-WIN-Best Aim-Based-VCTs

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5 Dec 2017

LGBR win two awards at Investment Week Tax Efficiency Awards

We are delighted to announce that last week LGBR Tax won two awards at the 2017/18 Investment Week Tax Efficiency Awards. LGBR collected the Education Initiative of the Year award, and jointly shared the Tax -Efficient Group of the Year award. Click here to read the full article. For more information about LGBR Capital’s range of tax […]

We are delighted to announce that last week LGBR Tax won two awards at the 2017/18 Investment Week Tax Efficiency Awards.

LGBR collected the Education Initiative of the Year award, and jointly shared the Tax -Efficient Group of the Year award.

Click here to read the full article.

For more information about LGBR Capital’s range of tax efficient products, please click here or call 020 7071 3920. 

IWTEA17-LOGO-WIN-Tax-Efficient Group of the YearIWTEA17-LOGO-WIN-Education Initiative of the Year

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24 Nov 2017

Jack Rose: The Patient Capital Review reviewed

Budget implications for EIS & VCT: Jack Rose, Head of Tax Efficient Investment at LGBR Capital, writes in investment week looking at the implications that the changes in the Budget would have on tax efficient products. Click here to read the article in full  For more information about the conference call or LGBR Capital’s range of […]

Budget implications for EIS & VCT: Jack Rose, Head of Tax Efficient Investment at LGBR Capital, writes in investment week looking at the implications that the changes in the Budget would have on tax efficient products.

Click here to read the article in full

 For more information about the conference call or LGBR Capital’s range of tax efficient products, please click here or call on 020 7071 3920.

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23 Nov 2017

Patient Capital Review Outcome – Conference Call Recording

Following the outcome of the Patient Capital Review in this weeks budget, Head of Tax Efficient Investment at LGBR Capital, Jack Rose, hosted a conference call this morning to look at the implications and effects that they changes would have on tax efficient products. Listen to the conference call here:   For more information about […]

Following the outcome of the Patient Capital Review in this weeks budget, Head of Tax Efficient Investment at LGBR Capital, Jack Rose, hosted a conference call this morning to look at the implications and effects that they changes would have on tax efficient products.

Listen to the conference call here:

 

For more information about the conference call or LGBR Capital’s range of tax efficient products, please reply to this email or call me on 020 7071 3920.

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22 Nov 2017

Jack Rose: All you need to know about potential Patient Capital Review changes

Ahead of the release of the Patient Capital Review today, head of the tax-efficient division at LGBR Capital, Jack Rose gives his view on what could be in store for VCT or EIS tax reliefs. Click here to read the full Investment Week Article. For more information on any of the tax efficient products we […]

Ahead of the release of the Patient Capital Review today, head of the tax-efficient division at LGBR Capital, Jack Rose gives his view on what could be in store for VCT or EIS tax reliefs.

Click here to read the full Investment Week Article.

For more information on any of the tax efficient products we distribute click here or call us on 020 3195 7100.

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2 Nov 2017

Unicorn AIM IHT/ISA Update with Chris Hutchinson

Chris Hutchinson, manager of the Unicorn AIM IHT/ISA Portfolio Service shares his update on the service since launch, where he continues to find value in AIM and the potential risks of following the pack when it comes to investing in the successful junior index.   To find out more about the Service, please click here or call our […]

Chris Hutchinson, manager of the Unicorn AIM IHT/ISA Portfolio Service shares his update on the service since launch, where he continues to find value in AIM and the potential risks of following the pack when it comes to investing in the successful junior index.

 

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

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31 Oct 2017

Money Observer: Unicorn and Seneca EIS both get tipped

With the Budget approaching, Money Observer suggests three things investors should consider doing before the budget. Click here to read the full article. To find out more about our tax efficient products please click here or call us on +44 (0)20 3195 7100

With the Budget approaching, Money Observer suggests three things investors should consider doing before the budget.

Click here to read the full article.

To find out more about our tax efficient products please click here or call us on +44 (0)20 3195 7100

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23 Oct 2017

GrowthInvest in Professional Adviser

GrowthInvest features in Professional Adviser, outlining their independent platform and tax efficient investments. Click here to read the article in full. For more information on the GrowthInvest platform click here or call us on 020 7071 3945.

GrowthInvest features in Professional Adviser, outlining their independent platform and tax efficient investments.

Click here to read the article in full.

For more information on the GrowthInvest platform click here or call us on 020 7071 3945.

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10 Oct 2017

Unicorn AIM VCT Featured in The Telegraph

The Telegraph comments on five of the best funds that come with a 30pc tax boost. The generous tax perks enjoyed by venture capital trusts could be a casualty of the Government’s current review of long-term funding for early-stage businesses – and changes may come as soon as next month’s Budget. Click here to read […]

The Telegraph comments on five of the best funds that come with a 30pc tax boost.

The generous tax perks enjoyed by venture capital trusts could be a casualty of the Government’s current review of long-term funding for early-stage businesses – and changes may come as soon as next month’s Budget.

Click here to read the article in full.

 

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2 Oct 2017

Latest Unicorn AIM VCT Conference Call with Chris Hutchinson

Click the link below to listen to the latest conference call recording about Unicorn’s £30m top-up offer for their awarding-winning AIM VCT. The closing date for the offer has recently been extended and will now close by 17 November 2017 or earlier, depending on available capacity. To find out more about the VCT, please click here or […]

Click the link below to listen to the latest conference call recording about Unicorn’s £30m top-up offer for their awarding-winning AIM VCT.

The closing date for the offer has recently been extended and will now close by 17 November 2017 or earlier, depending on available capacity.

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

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20 Sep 2017

GrowthInvest adds VCTs to platform

Venture capital trusts (VCTs) have been added to the GrowthInvest platform and will have a dedicated area on their adviser website. The platform currently offers the chance to invest in EIS and SEIS funds, portfolios and individual companies. Click here to read the article in full. For more information on the GrowthInvest platform click here […]

Venture capital trusts (VCTs) have been added to the GrowthInvest platform and will have a dedicated area on their adviser website.

The platform currently offers the chance to invest in EIS and SEIS funds, portfolios and individual companies.

Click here to read the article in full.

For more information on the GrowthInvest platform click here or call us on 020 7071 3945.

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18 Sep 2017

Seneca offers investors BR qualifying investment

Having previously only offered the traditional growth option, SME specialist Seneca Partners are now offering investors a Business Relief (BR) qualifying investment with the option to invest for income, paid quarterly. Click here to read the article in full.

Having previously only offered the traditional growth option, SME specialist Seneca Partners are now offering investors a Business Relief (BR) qualifying investment with the option to invest for income, paid quarterly.

Click here to read the article in full.

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18 Sep 2017

GrowthInvest adds VCT offers to platform

Tax-efficient adviser platform GrowthInvest has launched a dedicated venture capital trust (VCT) space, offering the latest fundraises alongside its existing Enterprise Investment Scheme (EIS), Seed EIS, single companies offerings and portfolios. Click here to read the article in full.

Tax-efficient adviser platform GrowthInvest has launched a dedicated venture capital trust (VCT) space, offering the latest fundraises alongside its existing Enterprise Investment Scheme (EIS), Seed EIS, single companies offerings and portfolios.

Click here to read the article in full.

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4 Sep 2017

Jack Rose: The Patient Capital Review – A Beginner’s Guide

Following the release of the Patient Capital Review, head of the tax-efficient division at LGBR Capital, Jack Rose, breaks the review down and highlights the most important points. Click here to read the whole article For more information on LGBR Capital’s range of Tax Efficient Products please click here or call 020 3195 7100.

Following the release of the Patient Capital Review, head of the tax-efficient division at LGBR Capital, Jack Rose, breaks the review down and highlights the most important points.

Click here to read the whole article

For more information on LGBR Capital’s range of Tax Efficient Products please click here or call 020 3195 7100.

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15 Aug 2017

Unicorn AIM VCT Conference Call with Chris Hutchinson

Click the link below to listen to a recent conference call recording about Unicorn’s new £30m top-up offer for their awarding-winning AIM VCT.   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 […]

Click the link below to listen to a recent conference call recording about Unicorn’s new £30m top-up offer for their awarding-winning AIM VCT.

 

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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9 Aug 2017

Jack Rose on Professional Adviser: Tax Efficient Calendar – Q1 and Q2

Jack Rose who is Head of Tax Efficient Products at LGBR runs through the first and second quarters, highlighting what advisers should do when and how best to avoid the end of tax-year rush. Click here to read the full post on Professional Adviser. For more information on the range of tax products that LGBR […]

Jack Rose who is Head of Tax Efficient Products at LGBR runs through the first and second quarters, highlighting what advisers should do when and how best to avoid the end of tax-year rush.

Click here to read the full post on Professional Adviser.

For more information on the range of tax products that LGBR Capital has to offer please click here or call 020 3195 7100.

 

 

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4 Aug 2017

Unicorn increases stake in AIM-listed Surface Transforms

The Unicorn AIM VCT has increased its stake in the company Surface Transforms plc, a carbon-ceramic braking manufacturer. Click here to view the whole article For more information on the Unicorn AIM VCT please click here or call 020 7071 3940.

The Unicorn AIM VCT has increased its stake in the company Surface Transforms plc, a carbon-ceramic braking manufacturer.

Click here to view the whole article

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

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3 Aug 2017

Jack Rose: Tax-efficient investing calendar – Q3 and Q4

Head of tax-efficient investing at LGBR Capital, Jack Rose looks at the third and forth quarter of the year and highlights what investors should be thinking about when it comes to investing in EIS, VCT and IHT products and how to avoid the end of tax-year rush. Click here to view the whole article For […]

Head of tax-efficient investing at LGBR Capital, Jack Rose looks at the third and forth quarter of the year and highlights what investors should be thinking about when it comes to investing in EIS, VCT and IHT products and how to avoid the end of tax-year rush.

Click here to view the whole article

For more information on the range of tax products that LGBR Capital has to offer please click here or call 020 3195 7100.

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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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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.

Read More
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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In order to view the information on the LightTower Partners website (lighttowerpartners.co.uk) (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

Disclaimer

In order to view the information on the LightTower Partners website (lighttowerpartners.co.uk) (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