Revealed: Finalists for the 2017/18 Investment Week Tax Efficiency Awards Ceremony on 1 December

jessica fox

Investment Week is pleased to announce the finalists for our Tax Efficiency Awards 2017/18, recognising 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 has helped promote a greater understanding of the sector and its benefits with investors and advisers.

The awards will be judged by a respected panel of advisers and sector watchers and the winners will be honoured at a ceremony in London on 1 December.

The finalists - in full


Best Generalist

British Smaller Companies VCT plc

Foresight Group - VCTs

Proven VCT and Proven Growth & Income VCT

Best Aim-Based

Amati VCT 2 plc

Amati VCT plc

Unicorn AIM VCT


Best Generalist

Calculus EIS Fund

Fund Twenty8

Guinness EIS

Parkwalk Advisors

Sapphire Capital Partners LLP

Best Single Sector

Deepbridge Technology Growth EIS

Mercia Fund Managers

BPR/IHT Services

Best IHT Portfolio Service

Blackfinch IHT Portfolio

Downing Estate Planning Service (DEPS)

Foresight Accelerated Inheritance Tax Solution

Oxford Capital Estate Planning Service

Puma Heritage

Stellar Succession


Triple Point Estate Planning Service

Best AIM IHT Portfolio Service

Adam Investment Management Limited - AIM Listed Portfolio Service

Amati AIM IHT Portfolio Service

Blankstone Sington Inheritance Tax Portfolio Service

Brooks Macdonald - AIM Portfolio Service

Charles Stanley Inheritance Tax Portfolio Service

Downing AIM Estate Planning Service (DAEPS)

Hawksmoor AIM Portfolio Service

Puma AIM IHT Service

Stellar AiM IHT Portfolio

Unicorn AIM IHT & ISA Portfolio Service 

Further Categories

Best New Entrant

Deepbridge Life Sciences EIS & Deepbridge Syndicate

Growthdeck Limited


Kin Capital

Sentinel EIS


The Boxing Advantage Company/Seed Mentors

Education Initiative of the Year

Kuber Ventures Adviser Education Programme

LGBR Capital Tax-Efficient Education Series

Sapphire Capital Partners LLP

Exit of the Year

Foresight Group

Mercia Fund Managers

Parkwalk Advisors EIS

The Stellar Leeds Hotel LP

YFM Equity Partners - GO Outdoors 

Tax-efficient Group of the Year

Amati Global Investors Ltd


Puma Investments

Stellar Asset Management