Investment Week is pleased to announce the winners 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 acknowledge the degree to which each provider has helped promote a greater understanding of the sector and its benefits with investors and advisers.
Now in its second year, the awards ceremony took place on Friday 1 December in London.
Among the standout winners were LGBR Tax and Puma Investments, which were joint winners in the Tax-Efficient Group of the Year category.
The judging panel at this year's awards included Investment Week's group editorial director Lawrence Gosling; Mark Brownridge director general of the EIS Association; Martin Fox, managing director of Bulletin Marketing; independent business consultant Scott Longley; Ben Yearsley, director of Shore Financial Planning; and Matthew Woodbridge, head of division - alternatives at St. James's Place Wealth Management.
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The winners: VCTs
Winner: British Smaller Companies VCT plc
Winner: Unicorn AIM VCT
The winners: EIS
Winner: Calculus EIS Fund
Highly commended: Parkwalk Advisors
Best Single Sector
Winner: Mercia Fund Managers
The winners: BPR/IHT Services
Best IHT Portfolio Service
Highly commended: Triple Point Estate Planning Service
Best AIM IHT Portfolio Service
Winner: Amati AIM IHT Portfolio Service
Highly commended: Blankstone Sington Inheritance Tax Portfolio Service
The winners: Further categories
Best New Entrant
Joint winner: Deepbridge Life Sciences EIS & Deepbridge Syndicate
Joint winner: SyndicateRoom
Highly commended: GrowthInvest
Education Initiative of the Year
Winner: LGBR Capital Tax-Efficient Education Series
Highly commended: Sapphire Capital Partners LLP
Exit of the Year
Winner: YFM Equity Partners - GO Outdoors
Highly commended: Mercia Fund Managers
Tax-efficient Group of the Year
Joint winner: LGBR Tax
Joint winner: Puma Investments
Helped by pension freedoms
Completed merger in August
'Very volatile commodity'
£25bn single strategy business
Strategic partnership with Ventre and Zagame