Revealed: Finalists for IW's Tax Efficiency Awards 2018/19
Ceremony takes place on 30 November
Investment Week is pleased to announce the finalists for this year's Tax Efficiency Awards, in categories including Best New Entrant and Education Initiative of the Year.
Clearly, interest in the tax-efficient sector both at an industry and investor level has never been so high. The sector has come through the recent spate of new rules and regulations and is now looking to a stable future and more opportunities than ever to invest.
Our awards are designed to recognise 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 helped promote a greater understanding of the sector and its benefits with investors and, crucially, advisers.
The awards will be judged by a respected panel of advisers and sector watchers. A special awards lunch will take place on Friday 30 November at the Montcalm Marble Arch in London.
For more information, click here.
For table sales, please contact Orhan Toprakci on +44 (0)20 7484 9973 or [email protected]
The finalists in full
Best Generalist - VCT
Beringea
Calculus Capital
Foresight Group
YFM Equity Partners
Best Generalist - EIS
Calculus Capital
Guinness Asset Management
Oxford Capital
Parkwalk Advisors
Best Single Sector - EIS
Deepbridge Capital
Mercia Fund Managers
Symvan Capital
Best AIM IHT Portfolio Service - DFM provider
Adam & Company
Alpha Portfolio Management
Blackfinch Investments
Blankstone Sington
Brooks Macdonald
Canaccord Fund Management/Hargreave Hale IHT
Hawksmoor Investment Management
Thorntons Investments
Best AIM IHT Portfolio Service - Tax-efficient and Estate Planning Specialist
Amati Global Investors
Puma Investments
Stellar Asset Management
Best IHT Portfolio Service
Blackfinch Investments
Downing
Foresight Group
Oxford Capital
Puma Investments
Stellar Asset Management
Time Investments
Triple Point
Exit of the Year
Beringea
Foresight Group
Par Equity
Parkwalk Advisors
YFM Equity Partners
Education Initiative of the Year
Deepbridge Capital
EISA educational guides
GrowthInvest
MJ Hudson Allenbridge
Best Use of a Tax Product in Financial Planning
Mazars Financial Planning
UNIQ Family Wealth
Zen Wealth
Best New Entrant
Iris Providence
Seneca Partners
One Vision Partners
Puma Investments
Tax-Efficient Group of the Year
Amati Global Investors
Downing
Oxford Capital
Puma Investments
Stellar Asset Management
Time Investments
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